J. L. Perkins Wealth Management provides portfolio management for individuals and small businesses and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
J. L. Perkins Wealth Management reports 339 clients. They include 331 individual clients and 8 high-net-worth individuals. Of its assets, 100.0% ($142M across 691 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 98% | 86% |
| High-net-worth individuals | 2% | 14% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 331 | $122M | 85.7% | $368K |
| High-net-worth individuals | 8 | $20.4M | 14.3% | $2.55M |
| Total | 339 | $142M | 100% | $419K |
- Clients
- 331
- Regulatory AUM
- $122M
- AUM share
- 85.7%
- Avg. per client
- $368K
- Clients
- 8
- Regulatory AUM
- $20.4M
- AUM share
- 14.3%
- Avg. per client
- $2.55M
Total
- Clients
- 339
- Regulatory AUM
- $142M
- AUM share
- 100%
- Avg. per client
- $419K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
J. L. Perkins Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Joseph Perkins owns 75% or more of J. L. Perkins Wealth Management. The leadership team of J. L. Perkins Wealth Management includes Chief Compliance Officer Joseph Perkins. It has 8 employees, 2 of them in advisory roles.
Leadership
Joseph PerkinsManaging Member and Chief Compliance Officer- Tracie MincieDirector of Operations
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 2 in advisory functions
- 2 state-registered reps
- 5 insurance agents
- Owns 75% or more of J. L. Perkins Wealth Management, LLC
Joseph Perkins
Control person · since January 2014
Besides its headquarters, J. L. Perkins Wealth Management has 0 offices, with 1 listed address in Georgia.
Georgia · 1 listed address
- 215 Sheraton Boulevard, MaconHQ
Contact and registration details
- Legal name
- J. L. Perkins Wealth Management, LLC
- Headquarters
- 215 Sheraton Boulevard, Macon, GA 31210
- Website
- jlperkinswealth.com
- Phone
- 478-254-3550
- @110113555
- SEC file
- 801-136338
- Structure
- Georgia LLC
- Fiscal year end
- December
J. L. Perkins Wealth Management uses Charles Schwab ($142M) as custodian for its separately managed accounts. J. L. Perkins Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $142M100%
At year end, J. L. Perkins Wealth Management’s separately managed accounts were mostly in stocks (90%).
What the accounts hold
- Stocks90%
- Funds8%
- Cash2%
How many clients does J. L. Perkins Wealth Management have?
J. L. Perkins Wealth Management has 339 clients and manages $142 million for them, as of July 2026. They include 331 individual clients and 8 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026
What services does J. L. Perkins Wealth Management offer?
J. L. Perkins Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does J. L. Perkins Wealth Management use?
J. L. Perkins Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $142M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 July 2026
How many financial advisors does J. L. Perkins Wealth Management have?
J. L. Perkins Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 8 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does J. L. Perkins Wealth Management invest in?
At the end of its last fiscal year, J. L. Perkins Wealth Management’s separately managed accounts held 90% exchange-traded equities, 8% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns J. L. Perkins Wealth Management?
J. L. Perkins Wealth Management’s direct owner is Joseph Perkins (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 July 2026
How does J. L. Perkins Wealth Management get paid?
J. L. Perkins Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is J. L. Perkins Wealth Management registered with the SEC?
Yes, J. L. Perkins Wealth Management has been registered with the SEC as an investment adviser since 26 May 2026. Its CRD number is 174308 and its SEC file number is 801-136338.
Source: Form ADV Part 1A, Item 1, filed 21 July 2026; IAPD firm record
How do I contact J. L. Perkins Wealth Management?
J. L. Perkins Wealth Management’s main office is at 215 Sheraton Boulevard, Macon, GA 31210. Its phone number is 478-254-3550. Its website is jlperkinswealth.com.