# Perkins Wealth Advantage

> Perkins Wealth Advantage is a state-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 318671
- Filed as: PERKINS WEALTH ADVANTAGE
- Legal name: Perkins Wealth Advantage LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Indiana
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318671
- AdvisorCensus page: https://advisorcensus.com/firm/perkins-wealth-advantage-318671

## Quick answers

**How is Perkins Wealth Advantage compensated?**
On its Form ADV (Item 5.E, October 2026), Perkins Wealth Advantage reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Perkins Wealth Advantage registered with the SEC or a state?**
Perkins Wealth Advantage is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318671.

**How much does Perkins Wealth Advantage manage?**
Perkins Wealth Advantage reports $101,251,650 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (88% discretionary).

**What types of clients does Perkins Wealth Advantage serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (25).

**Does Perkins Wealth Advantage report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318671

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $101,251,650
- Discretionary: $89,253,040
- Non-discretionary: $11,998,610

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $15,035,360 |
| High net worth individuals | 31 | $86,216,290 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- perkinswa.com
- Facebook @PerkinsWealthAdvantage
- LinkedIn @perkins-wealth-advantage

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Perkins Wealth Advantage (CRD 318671): Form ADV filing data as of October 2026.