TS
Travis V. Schaat
PERSPECTIVE WEALTH PARTNERS
BOISE, ID 83702
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CRD#: 5634032
TS
Professional summary
Travis Virgil Schaat is a registered financial advisor currently at PERSPECTIVE WEALTH PARTNERS, LLC located in Boise, Idaho.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Travis has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Certified Public Accountant-Licensed in Idaho 2/2013
CRS (Client Relationship Summary) - RIA
Click below to view Travis Virgil Schaat's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 31, 2018 - Present
PERSPECTIVE WEALTH PARTNERS, LLC
Office #1: 121 N 9th Street Suite 400, Boise, ID 83702RIA
CRD#: 140330
BOISE, ID
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PERSPECTIVE WEALTH PARTNERS, LLC
PERSPECTIVE WEALTH PARTNERS, LLC
CRD#: 140330 / SEC#: 801-79178
RIA
Registered Investment Advisory firm - (2/12/2014 Approved)California
Registered Investment Advisory firm - (3/23/2014 Terminated)Idaho
Registered Investment Advisory firm - (2/21/2014 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2014 Terminated)Washington
Registered Investment Advisory firm - (2/21/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Idaho(7/31/2018)
IAR
Nebraska(11/5/2025)
Current Firm
PW
PERSPECTIVE WEALTH PARTNERS, LLC
PERSPECTIVE WEALTH PARTNERS, LLC
CRD#: 140330 / SEC#: 801-79178
RIA
Registered Investment Advisory firm - (2/12/2014 Approved)California
Registered Investment Advisory firm - (3/23/2014 Terminated)Idaho
Registered Investment Advisory firm - (2/21/2014 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2014 Terminated)Washington
Registered Investment Advisory firm - (2/21/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
121 N 9th Street Suite 400, Boise, ID 83702
Mailing Address
Phone number
(208) 429-0960
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 264 |
| AUM (Assets Under Management) | $ 707,341,471 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2025 | ||
| 01/22/2025 | ||
| 02/20/2024 | ||
| 06/15/2023 | ||
| 12/20/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
