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PHILLIPS WEALTH MANAGEMENT LLC
PHILLIPS WEALTH MANAGEMENT LLC was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved...
Overview
PHILLIPS WEALTH MANAGEMENT LLC was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations in FL, MD, OH. In Form ADV filed on 2026-06-02, it reported 3 employees; 834 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. The feed lists only participating state authorities; it does not establish current registration status.
General information
Firm type
Registered Investment Adviser
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