J. L. PERKINS WEALTH MANAGEMENT, LLC
J. L. PERKINS WEALTH MANAGEMENT, LLC of MACON, GA is an SEC-registered investment adviser (CRD 174308). Regulatory assets under management: $142.2M.
Registration
- CRD: 174308
- SEC file number: 801-136338
- Type: Registered investment adviser
- 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 | — |
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