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| Keyboard |
| J L Perkins Wealth Management LLC
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|---|---|
| CRD # | 174308 |
| SEC # | 801-136338 |
| CIK # | |
| AUM | 142.2 M (2026-04-28) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 478-254-3550 |
| Address | 200 Northside Crossing Macon, GA 31210 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 331 | 121.8 |
| (b) Individuals (high net worth individuals) | 8 | 20.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 691 | 142.2 |
| By Discretionary | ||
| Discretionary | 691 | 142.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 691 | 142.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.2 | |
| Total | 691 | 142.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
VCP Financial LLC
✚
|
NY | 142.6 M |
|
Vista CIMA Wealth Management LLC
✚
|
142.5 M | |
|
Castleton Partners LLC
✚
|
142.4 M | |
|
RJ Patterson Capital Investment Group Inc
✚
|
CA | 142.4 M |
|
Heydorn Stone Capital Management LLC
✚
|
NY | 142.0 M |
|
Fortress Financial Solutions LLC
✚
|
AZ | 142.0 M |
|
Love Your Life LLC DBA Freedom Asset Management
✚
|
WA | 142.0 M |
|
Kennondale Capital Management LLC
✚
|
VA | 141.9 M |
|
Severin Investments LLC
✚
|
MO | 141.9 M |
|
Stock Management LLC
✚
|
141.8 M |