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PHILLIPS WEALTH PLANNERS LLC
CRD 319226 · SEC 801-126127
104 WEST LAMPKIN STREET, STARKVILLE, MS, 39759, United States
Phone
(662) 324-2889
Fax
(662) 324-2890
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$340.8M
Discretionary AUM
$332.4M
Team
6 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 198 | $69.2M |
| High net worth individuals | 114 | $259.5M |
| Pension/profit sharing plans | 9 | $12.0M |
States served
AL, GA, LA, MS, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD