# J. L. PERKINS WEALTH MANAGEMENT, LLC

J. L. PERKINS WEALTH MANAGEMENT, LLC of MACON, GA is an SEC-registered investment adviser.

## Registration

- CRD: 174308
- Type: SEC-registered investment adviser
- SEC file number: 801-136338
- Location: 215 SHERATON BOULEVARD, MACON, GA, 31210
- Phone: 478-254-3550
- Latest filing: 2026-07-21
- Regulatory AUM: $142.2M
- Discretionary AUM: $142.2M
- Clients: 8
- Accounts: 691

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Lee Perkins | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Tracie Mincie | DIRECTOR OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174308/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174308/similar
- Related entities: https://search.stillhousedata.com/firm/174308/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174308

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.