# J. L. Perkins Wealth Management, LLC

> J. L. Perkins Wealth Management, LLC is an SEC-registered investment advisory firm in Macon, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 174308
- Filed as: J. L. PERKINS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Macon, GA
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174308
- AdvisorCensus page: https://advisorcensus.com/firm/j-l-perkins-wealth-management-llc-macon-ga-174308

## Quick answers

**How is J. L. Perkins Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), J. L. Perkins Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does J. L. Perkins Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated July 21, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is J. L. Perkins Wealth Management, LLC located?**
J. L. Perkins Wealth Management, LLC's principal office is in Macon, GA, according to its Form ADV.

**Is J. L. Perkins Wealth Management, LLC registered with the SEC or a state?**
J. L. Perkins Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 174308.

**How much does J. L. Perkins Wealth Management, LLC manage?**
J. L. Perkins Wealth Management, LLC reports $142,180,370 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary).

**What types of clients does J. L. Perkins Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (331); high net worth individuals (8).

**Which custodians does J. L. Perkins Wealth Management, LLC use?**
J. L. Perkins Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does J. L. Perkins Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174308

**Does J. L. Perkins Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 21, 2026 says: "We do not maintain an account minimum to work with our firm, but may advise against opening an account with us if it is not in your best interest."

**What changed in J. L. Perkins Wealth Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 21, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> The total annual advisory fee for this service shall not exceed 1.50%.

- Account minimum: None

> We do not maintain an account minimum to work with our firm, but may advise against opening an account with us if it is not in your best interest.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $142,180,370
- Discretionary: $142,180,370
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 331 | $121,807,258 |
| High net worth individuals | 8 | $20,373,112 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jlperkinswealth.com
- myretirementclarity.com
- Facebook @JLPERKINSWEALTH
- LinkedIn @110113555
- LinkedIn @lee-perkins-a103796
- YouTube @UCsnnjki-I50cM53K-cMN9NQ

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J. L. Perkins Wealth Management, LLC (CRD 174308): Form ADV filing data as of October 2026.