J. L. Perkins Wealth Management, LLC: new SEC registration, $142M AUM, Macon, GA
J. L. Perkins Wealth Management, LLC (Macon, Georgia): new SEC registration, $142M AUM, Macon, GA. Its amount of 142 is above the median of 134 (54th percentile). Dated 162 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 142 · 54th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 24 related GA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | J. L. Perkins Wealth Management, LLC |
| Legal name | J. L. Perkins Wealth Management, LLC |
| CRD | 174308 |
| Status | Approved |
| Registered with the SEC | 2026-05-26 |
| Latest Form ADV filing | 2026-07-21 |
| Location | Macon, GA, United States |
| Regulatory AUM | $142,180,370 |
| Accounts | 691 |
| Employees | 8 |
| Website | https://www.myretirementclarity.com |
| amount percentile | 54th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (25 GA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-26
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (GA first): Fulcrum Equity Partners, INC. · Highbrook Capital Partners · Tcp Management LLC · Gridline · San Blas Advisory, INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: J. L. Perkins Wealth Management, LLC and 25 Georgia peers
- Georgia NewRiaPulse records like this one: 25
- J. L. Perkins Wealth Management, LLC's amount: 54th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Georgia peer: $5,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $142M under management.
- Website on file.
What is the NewRiaPulse record for J. L. Perkins Wealth Management, LLC in Macon, Georgia?
J. L. Perkins Wealth Management, LLC received SEC registration as an investment adviser (2026-05-26) with $142,180,370 in regulatory assets under management, based in Macon, GA.
How does J. L. Perkins Wealth Management, LLC compare to other Georgia NewRiaPulse records?
Its amount of 142 sits in the upper half (54th percentile) of 1,149 records; the median is 134. It is 162 days old; check the official source for later updates before acting.
J. L. Perkins Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| J. L. Perkins Wealth Management, LLC | Macon, GA | 142 | 54th | 2026-05-26 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Georgia NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.