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Kelly Coffield Perkins

Founding Partner & MemberNovem Wealth LLCCRD 2512059

About Kelly Coffield Perkins

Kelly Coffield Perkins is listed as Founding Partner & Member at Novem Wealth LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Kelly Coffield Perkins is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Novem Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kelly Coffield Perkins work?

Kelly Coffield Perkins is listed as Founding Partner & Member at Novem Wealth LLC on SEC Form ADV.

How much of Novem Wealth LLC does Kelly Coffield Perkins own?

Form ADV reports a beneficial ownership band of Under 5%.

Novem Wealth LLC

TitleFounding Partner & Member
OwnershipUnder 5%
Control personYes
Since2026

Novem Wealth LLC

TitleMember
Ownership50-75%
Control personYes
Since2026