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Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES

J. L. Perkins Wealth Management, LLC

Multi family office in the United States.

Identity

HEADQUARTERS
United States

Overview

This multi family office is based in the United States. 8 people are named on its team.

People

  • Lee Perkins
    CEO and Financial Advisor · source
  • Keith Dykes
    Financial Advisor · source
  • Brian Roper
    Director of Business Development · source
  • Todd George
    Relationship Manager · source
  • Walker Perkins
    Paraplanner · source
  • Tracie Mincey
    Director of Operations · source
  • Madison Thompson
    Client Care Coordinator · source
  • Mallory Gibbons
    Client Care Specialist · source

Frequently asked questions

J. L. Perkins Wealth Management, LLC is a multi family office based in the United States.

J. L. Perkins Wealth Management, LLC does not publicly state whether it puts its own money into companies or invests through funds.

Key people at J. L. Perkins Wealth Management, LLC include Lee Perkins (CEO and Financial Advisor), Keith Dykes (Financial Advisor), Brian Roper (Director of Business Development) and Todd George (Relationship Manager).