PWP Mobile

Perspective Wealth Partners, LLC Finance iPhoneiPadiPod touch

PWP Mobile is a free Finance app for iPhone and iPad by Perspective Wealth Partners, LLC. Requires iOS 15.6. Updated July 19, 2026.

Price: Free; on the App Store
Size: 62 MB; Age 4+
Updated: Jul 19; 2026 · v5.23.0

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About PWP Mobile

The Perspective Wealth Partners mobile app gives clients on-the-go access to portfolio accounts, positions, allocations, and more. This is the official app of Perspective Wealth Partners based in Boise, Idaho.

What’s new

Version 5.23.0 · Updated July 19, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, Perspective Wealth Partners, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

PWP Mobile is a free Finance app for iPhone, iPad and iPod touch, developed by Perspective Wealth Partners, LLC. It requires iOS 15.6 or later and is 62 MB to download. It was first released on August 6, 2020 and last updated on July 19, 2026.

Category: Finance
Price: Free
Version: 5.23.0
Size: 62 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: August 6, 2020
Last updated: July 19, 2026
Developer: Perspective Wealth Partners, LLC

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Alternatives to PWP Mobile

Looking for apps like PWP Mobile? Here are 6 similar apps on the App Store. The highest rated is Kingdom Advisors (5.0/5), and all 6 are free to download.

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