{"url":"https://nivawealth.com/firms/j-l-perkins-wealth-management-174308","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/174308","regulatoryAum":142180370,"crd":"174308","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7855424","suffix":null,"lastName":"Dykes","firstName":"Keith","middleName":"Alan"},{"crd":"7517669","suffix":null,"lastName":"GEORGE","firstName":"TODD","middleName":null},{"crd":"5398741","suffix":"JR","lastName":"PERKINS","firstName":"JOSEPH","middleName":"LEE"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136338","legalName":"J. L. Perkins Wealth Management, LLC","displayName":"J. L. Perkins Wealth Management","slug":"j-l-perkins-wealth-management-174308","website":"https://jlperkinswealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/110113555/admin/dashboard/","founded":null,"organization":"Georgia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"215 Sheraton Boulevard","city":"Macon","state":"GA","stateName":"Georgia","country":"United States","postalCode":"31210"},"tradeNames":[],"registration":{"secApproved":"26 May 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":419411.1209439528,"staff":{"employees":8,"advisory":2,"brokerDealerReps":0,"insuranceAgents":5,"promoters":0},"aum":{"regulatory":142180370,"discretionary":142180370,"discretionaryAccounts":691,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":331,"regulatoryAum":121807258},{"label":"High-net-worth individuals","clients":8,"regulatoryAum":20373112}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:05:45.626505+00:00","documents":[{"name":"FORM ADV PART 2A: FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052398","versionId":1052398,"submittedOn":"2026-07-21"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":142180370}],"custodyNote":"J. L. Perkins Wealth Management does not have custody of client assets.","leadership":[{"name":"Joseph Perkins","title":"Managing Member and Chief Compliance Officer","crd":"5398741"},{"name":"Tracie Mincie","title":"Director of Operations","crd":"8261195"}],"ownership":[{"label":"Joseph Perkins","detail":"Managing member and chief compliance officer in the 75% or more ownership band and a control person, since January 2014."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"215 Sheraton Boulevard","city":"Macon","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"478-254-3550","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":90},{"label":"Securities issued by registered investment companies or business development companies","percent":8},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"21 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/174308/PDF/174308.pdf","brochureDate":"21 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052398","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does J. L. Perkins Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does J. L. Perkins Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does J. L. Perkins Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does J. L. Perkins Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does J. L. Perkins Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns J. L. Perkins Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does J. L. Perkins Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is J. L. Perkins Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact J. L. Perkins Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 21 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}