$101.3M Total AUM
$89.3M Disc. AUM
-- 3Y CAGR
2 Employees
57 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Zenith focusEagle +more
- Established Date
- 04-18-2022
- Office Locations
- 1
Office Locations
-- Fishers IN
About Perkins Wealth Advantage
Perkins Wealth Advantage is an investment advisory firm based in Fishers, Indiana serving high-net-worth families, retirees, and business owners nationwide with comprehensive wealth management, retirement strategies, and legacy planning. The practice pairs financial planning with portfolio construction and risk management, using mutual funds, ETFs, and fixed income as core building blocks. Primary custodian: Charles Schwab & Co.
Team overview
-- AVG AGE
$101.3M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
4.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Glacier North vertex
Client Personas
Momentum Bridge
Investment Themes
North Insight Legacy
Investment Vehicles
Delta
Services
Wave Capital Momentum Bridge Element ember Fusion Optima Crest optima Bridge
Technology
Oak atlas Catalyst focus Peak Optima quantum
Owner & Executives
D
DANIEL ALEXANDER PERKINS
Chief Compliance Officer, President
- CRD
- #6489886
- Ownership
- 75% or more
(434) 238-5713
optima.crest@pioneercapital.com
in linkedin.com/in/fusion-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,253,040 | -- |
| Non-Discretionary | $11,998,610 | -- |
| Total | $101,251,650 | -- |
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Separately Managed Accounts
Total SMA Asset: $101,251,650
Public Funds:
27.7% Equity - Exchange:
27.0% U.S. Government/Agency:
25.1% Cash:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $728,363,370 | 27.7% |
| Equity - Exchange | $709,957,076 | 27.0% |
| U.S. Government/Agency | $659,997,133 | 25.1% |
| Cash | $531,153,071 | 20.2% |
| Total | $2,629,470,650 | 100.0% |