J. L. Perkins Wealth Management, LLC
● SEC registered since 2026CRD 174308SEC# 801-136338Macon, GA
Reg. AUM
$142.2M
Employees
8
Accounts
691
Location
Macon, GA
J. L. Perkins Wealth Management, LLC assets under management
J. L. Perkins Wealth Management, LLC is an SEC-registered investment adviser based in Macon, GA. The firm has been registered since 2026. It reports $142.2 million in regulatory assets under management and employs 8 people.
J. L. Perkins Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Lee Perkins Control | Managing Member And Chief Compliance Officer | Over 75% | 2014 |
| Tracie Mincie Control | Director Of Operations | Under 5% | 2025 |
Frequently asked questions
How much does J. L. Perkins Wealth Management, LLC manage?
J. L. Perkins Wealth Management, LLC reports $142.2 million in regulatory assets under management on its Form ADV.
How many employees does J. L. Perkins Wealth Management, LLC have?
J. L. Perkins Wealth Management, LLC reports 8 employees.
Where is J. L. Perkins Wealth Management, LLC located?
J. L. Perkins Wealth Management, LLC is based in Macon, GA and has been SEC-registered since 2026.
Does J. L. Perkins Wealth Management, LLC disclose fund performance?
J. L. Perkins Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Northside Crossing, Macon, GA 31210 |
| Phone | 478-254-3550 |
| Fax | 478-254-5547 |
| Office hours | 8:00 a.m. - 3:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$142.2MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$142.2Mregulatory AUM
Discretionary $142.2M