Josh W. Weisel

PERSPECTIVE WEALTH ADVISORS

LOVELAND, CO 80538

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CRD#: 7748066

Professional summary

Josh William Weisel is a registered financial advisor currently at PERSPECTIVE WEALTH ADVISORS located in Loveland, Colorado.

Josh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Josh has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

1) Denver Gold Group; investment-related; 3900 S Wadsworth Blvd, Suite 455, Lakewood, CO 80235; Denver Gold Group connects capital with global mining companies, hosts forums to catalyze direct engagement between investors and precious metal producers, and provides the only independent and nonprofit investment event platform to the global mining industry; Individual Contractor - Data Analytics and Modeling; 07/01/2022; 10 hours per month; Work with the Executive Director on an ad-hoc basis building various financial summaries and data models, using primarily Microsoft Excel 2) Trinity Lutheran Church; not investment-related;4225 W Yale Ave, Denver, CO 80219; Church, Charitable Organization; Board member; 12/01/2022; 5 hours per month; Assist treasurer with creating financial statements, working with accountant and bank

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josh William Weisel's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 31, 2026 - Present

PERSPECTIVE WEALTH ADVISORS

Office #1: 1615 Foxtrail Drive Suite 260, Loveland, CO 80538

RIA

CRD#: 332574

LOVELAND, CO

Past

July 1, 2026 - July 17, 2026

ALPHACORE CAPITAL LLC

RIA

CRD#: 174346

DENVER, CO

Past

May 23, 2023 - July 27, 2026

ELK RIVER WEALTH MANAGEMENT LLC

RIA

CRD#: 307263

DENVER, CO

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".

PERSPECTIVE WEALTH ADVISORS

PERSPECTIVE WEALTH ADVISORS | PERSPECTIVE WEALTH ADVISORS LLC

CRD#: 332574 / SEC#: 801-131075

RIA

Registered Investment Advisory firm - (9/9/2024 Approved)

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

Colorado
(7/31/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/10/2023

Uniform Investment Adviser Law Examination

Current Firm

PERSPECTIVE WEALTH ADVISORS

PERSPECTIVE WEALTH ADVISORS | PERSPECTIVE WEALTH ADVISORS LLC

CRD#: 332574 / SEC#: 801-131075

RIA

Registered Investment Advisory firm - (9/9/2024 Approved)

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Contact information

Main Address

1615 Foxtrail Drive Suite 260, Loveland, CO 80538

Mailing Address

Phone number

(970) 732-7975

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	657
AUM (Assets Under Management)	$ 113,069,712

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.

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Josh W. Weisel

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josh William Weisel's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSPECTIVE WEALTH ADVISORS

ALPHACORE CAPITAL LLC

ELK RIVER WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

PERSPECTIVE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/10/2023

Current Firm

PERSPECTIVE WEALTH ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERSPECTIVE WEALTH ADVISORS

TRUST BUT VERIFY

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