RIA Intel›Advisers›Indiana›PERKINS WEALTH ADVANTAGE LLC

PERKINS WEALTH ADVANTAGE LLC

Advisory

IN

Data as of Jan 16, 2026 · Source: SEC Form ADV

Rank in IN
#207
of 270 advisers by AUM
Average account
$328K
across 309 accounts
AUM per adviser
$101M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM
$101M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$101M
Discretionary AUM$89M
Non-Discretionary AUM$12M
Discretionary %88.1%
Total Clients56
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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