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PHILLIPS WEALTH MANAGEMENT LLC
CRD 297249
12927 STONECREEK DR., SUITE D, PICKERINGTON, OH, 43147, United States
Phone
614-254-6034
Fax
740-862-6605
Registration
— (—)
Source
State registered
Total AUM
$102.3M
Discretionary AUM
$102.3M
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 264 | $54.6M |
| High net worth individuals | 19 | $47.7M |
All web addresses on file
Official SEC filing: View on IAPD