J. L. Perkins Wealth Management, LLC
J. L. Perkins Wealth Management, LLC is an SEC-registered mass-market adviser with $142.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns J. L. Perkins Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174308, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $142.2M (2026-04-28)
- Firm type
- Mass-Market Adviser
- Employees
- 8
- Clients
- 339
- CRD
- 174308
- Ownership
- PERKINS, JOSEPH, LEE; Mincie, Tracie
How much AUM does J. L. Perkins Wealth Management, LLC have?
J. L. Perkins Wealth Management, LLC reported $142.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns J. L. Perkins Wealth Management, LLC?
Disclosed owners and executives of J. L. Perkins Wealth Management, LLC include PERKINS, JOSEPH, LEE, Mincie, Tracie. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.