Perkins Wealth Advantage
RIASEC Registered
Total AUM
$101M
Discretionary
$89.3M
88% of AUM
Avg account
$328K
Accounts
309
Employees
2
Advisory reps
1
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 registered investment adviser organized as an LLC and run by an individual owner. The firm serves individuals, families and small-business owners, focusing on financial planning and portfolio management rather than institutional or pension consulting. Its billing mixes AUM-based fees with fixed-fee engagements. The adviser does not market itself as an ESG specialist and is not described as a multi-state or affiliated adviser network.
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 Funds88%
- Exchange Traded Equities7%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Daniel Perkins
President & Wealth AdvisorCRD 6489886
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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