CRD: 174308
J. L. Perkins Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-08-2015
- Office Locations
- 1
Office Locations
About J. L. Perkins Wealth Management, LLC
J.L. Perkins Wealth Management is a Macon, GA RIA serving retirement investors age 55+ (often $1M+ investable assets) with a Retirement Clarity Review and ongoing retirement-focused planning. The practice also offers tax and estate planning and insurance/legacy guidance, and implements portfolios heavily with ETFs. They drive engagement through a podcast and in-person events; custodians include Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 339 clients, or 169.5 clients per representative. That equates to $419.4K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on July 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full J. L. Perkins Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH LEE PERKINS JR
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #5398741
- Ownership
- 75% or more
Tracie Mincie
DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Keith Alan Dykes
Financial Advisor
- CRD
- #7855424
Showing 1 of 3 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,180,370 | $205,760 |
| Non-Discretionary | $0 | -- |
| Total | $142,180,370 | $205,760 |
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Separately Managed Accounts
SMA allocation detail is available
J. L. Perkins Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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