Perkins Wealth Advantage
Firm details
- Headquarters
- ,
- CRD number
- 318671
- Website
- perkinswa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.15%
- Individuals14.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Perkins Wealth Advantage is an independent, single-owner LLC that provides wealth management and financial planning primarily to individual and family clients, including small-business owners. The firm focuses on fee-based advisory relationships using a percentage-of-AUM and fixed-fee billing model and delivers financial planning and portfolio management services for individuals and small businesses. The firm is state-registered in Indiana and is not structured as a capital allocator; it does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities8%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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