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PERKINS WEALTH ADVANTAGE

PERKINS WEALTH ADVANTAGE LLC

CRD 318671

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$101.3M

Discretionary AUM

$89.3M

Team

2 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-16

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals25$15.0M
High net worth individuals31$86.2M

All web addresses on file

Official SEC filing: View on IAPD