J. L. PERKINS WEALTH MANAGEMENT, LLC

Overview

J. L. Perkins Wealth Management, LLC is a small, privately held wealth advisory firm structured as an LLC that serves individual and family clients. The firm charges fees as a percentage of assets under management and acts as a capital allocator, providing portfolio management for individuals and small businesses plus selection-of-other-advisers services. Insurance brokerage is part of the business mix. The adviser is not positioned as an ESG-focused investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices