J. L. Perkins Wealth Management, LLC

J. L. PERKINS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Macon, GA. The firm manages approximately $142 million in assets.

J. L. Perkins Wealth Management, LLC

J. L. PERKINS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Macon, GA. The firm manages approximately $142 million in assets. It has 8 employees and 2 investment advisers.

linkedin.com/company/lee-perkins-a103796

General information

Firm type

Multi Family Office

What services does J. L. Perkins Wealth Management offer?

The firm provides investment management and wealth planning services as a registered investment advisor. It functions as a multi-family office, catering to high-net-worth families. Specific service details are not publicly itemized.

Is J. L. Perkins Wealth Management a single-family office?

No, it operates as a multi-family office and RIA, serving multiple clients rather than a single family. This structure is typical of wealth management firms that pool resources across families.

How does J. L. Perkins Wealth Management invest?

The firm likely uses a diversified approach across equities, fixed income, and alternatives. Specific strategies or direct holdings are not publicly disclosed. Its focus is on capital preservation and growth tailored to client goals.

Who leads J. L. Perkins Wealth Management?

The firm's principal leadership is not publicly identified in available records. No named CEO, CIO, or managing director appears in public sources.

Where is J. L. Perkins Wealth Management headquartered?

The firm's headquarters city and country are not publicly available from verifiable sources. Its registered address may differ from operational offices.

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