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J. L. Perkins Wealth Management, LLC

● SEC registered since 2026CRD 174308SEC# 801-136338Macon, GA
Export (members)
Reg. AUM
$142.2M
Employees
8
Accounts
691
Location
Macon, GA

J. L. Perkins Wealth Management, LLC assets under management

J. L. Perkins Wealth Management, LLC is an SEC-registered investment adviser based in Macon, GA. The firm has been registered since 2026. It reports $142.2 million in regulatory assets under management and employs 8 people.

J. L. Perkins Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joseph Lee Perkins ControlManaging Member And Chief Compliance OfficerOver 75%2014
Tracie Mincie ControlDirector Of OperationsUnder 5%2025

Frequently asked questions

How much does J. L. Perkins Wealth Management, LLC manage?

J. L. Perkins Wealth Management, LLC reports $142.2 million in regulatory assets under management on its Form ADV.

How many employees does J. L. Perkins Wealth Management, LLC have?

J. L. Perkins Wealth Management, LLC reports 8 employees.

Where is J. L. Perkins Wealth Management, LLC located?

J. L. Perkins Wealth Management, LLC is based in Macon, GA and has been SEC-registered since 2026.

Does J. L. Perkins Wealth Management, LLC disclose fund performance?

J. L. Perkins Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Northside Crossing, Macon, GA 31210
Phone478-254-3550
Fax478-254-5547
Office hours8:00 a.m. - 3:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142.2M
Non-discretionary$0
Total (RAUM)$142.2M