Wealth Manager
    SEC Registered
    Manages Private Funds

    Phillips Wealth Planners LLC

    Registered investment advisor · Starkville, Mississippi · CRD #319226

    Assets Under Management
    $341M
    Client Accounts
    2,986
    Employees
    6
    CRD Number
    319226
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Phillips Wealth Planners LLC

    Phillips Wealth Planners LLC is a SEC-registered investment advisory firm headquartered in Starkville, Mississippi, managing approximately $341M in regulatory assets across 2,986 client accounts. The firm's full regulatory record is filed with the SEC under CRD #319226.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Phillips Wealth Planners LLC's AUM?

    Phillips Wealth Planners LLC reports approximately $341M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Phillips Wealth Planners LLC headquartered?

    Phillips Wealth Planners LLC is headquartered in Starkville, Mississippi.

    What is Phillips Wealth Planners LLC's CRD number?

    Phillips Wealth Planners LLC's CRD number is 319226. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Phillips Wealth Planners LLC manage?

    Phillips Wealth Planners LLC manages approximately 2,986 client accounts according to its latest SEC filing.

    Is Phillips Wealth Planners LLC SEC registered?

    Yes, Phillips Wealth Planners LLC is registered with the SEC as an investment adviser with an approved registration status.

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