PERKINS WEALTH ADVANTAGE

PERKINS WEALTH ADVANTAGE is an SEC-registered investment adviser (CRD 318671). Regulatory assets under management: $101.3M.

Registration

• CRD: 318671
• Type: Registered investment adviser
• Phone: 317-296-5535
• Latest filing: 2026-01-16
• Regulatory AUM: $101.3M
• Discretionary AUM: $89.3M
• Non-discretionary AUM: $12.0M
• Clients: 2
• Accounts: 309

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318671 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search