Adam Perkins

Portfolio Manager / Senior Advisor

Adam brings over 10 years of experience to the IWM team as an asset manager and retirement strategy advisor. After success with two larger wealth management firms in the Midwest, Adam joined IWM as it aligns with his core values and allows him to be closer to family.


Raised in Kansas City, Adam attended Drake University in Des Moines, Iowa, where he competed in Division 1 Track & Field as a pole vaulter and completed degrees in Entrepreneurial Management and Marketing with a Finance Concentration. In addition to being an avid traveler, Adam enjoys exploring all that Southwest Florida has to offer with his wife, Kanna, and their daughter.


Adam has expertise in financial technologies, including the Charles Schwab platform, and skills in portfolio management, asset location  strategies, and retirement income blueprints. In 2025 Adam qualified to become a member of the Million Dollar Round Table, an international association comprised of less than 1% of financial service professionals.