Adviser Profile

As of Date 07/21/2026
Registration SEC, Approved, 05/26/2026
Other registrations (6)
Former registrations

J. L. PERKINS WEALTH MANAGEMENT, LLC

ADV Location MACON, GA, United States
Contact Info 478 xxxxxxx
Websites
AUM* 142,180,370
of that, discretionary 142,180,370
Number of Employees 8
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 205,760
% High Net Worth 2.36%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

142M 122M 102M 81M 61M 41M 20M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees