Phillips Wealth Planners LLC
Phillips Wealth Planners LLC is an SEC-registered wealth manager in Starkville, MS with $340.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Phillips Wealth Planners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319226, SEC 801-126127, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $340.8M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Starkville, MS
- Employees
- 6
- Clients
- 321
- CRD
- 319226
- Ownership
- BLACK, LAUREN, CASTLE; THOMAS, ALEXANDRA, NICOLE; PHILLIPS-GAINES, LYNN, MARIE; Hart, Amy
How much AUM does Phillips Wealth Planners LLC have?
Phillips Wealth Planners LLC reported $340.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Phillips Wealth Planners LLC?
Disclosed owners and executives of Phillips Wealth Planners LLC include BLACK, LAUREN, CASTLE, THOMAS, ALEXANDRA, NICOLE, PHILLIPS-GAINES, LYNN, MARIE, Hart, Amy. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.