J. L. Perkins Wealth Management, LLC

Overview

J. L. Perkins Wealth Management, LLC is a privately owned, LLC-format advisory firm that serves individual and family clients. The firm is SEC-registered (2026) and bills clients on a percentage-of-AUM basis. Their advisory activity focuses on portfolio management for individuals and small businesses and includes selection of other advisers, which aligns with the firm’s designation as a capital allocator. The firm also operates as an insurance broker. They report not being an active ESG investor and are organized as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices