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J. L. PERKINS WEALTH MANAGEMENT, LLC
CRD 174308 · SEC 801-136338
200 NORTHSIDE CROSSING, MACON, GA, 31210, United States
Phone
478-254-3550
Fax
478-254-5547
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.2M
Discretionary AUM
$142.2M
Team
8 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 331 | $121.8M |
| High net worth individuals | 8 | $20.4M |
States served
GA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD