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J. L. PERKINS WEALTH MANAGEMENT, LLC

MACON, GA · CRD 174308 · IAPD ↗ · myretirementclarity.com · 478-254-3550

$142.2MRegulatory AUM
2Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — J. L. PERKINS WEALTH MANAGEMENT, LLC (MACON, GA) is newly SEC-registered with $142.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.