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Phillips Wealth Planners LLC
PHILLIPS WEALTH PLANNERS LLC is an SEC-registered investment adviser in STARKVILLE, MS, registered since 2022. The firm manages $341 million in assets, $332...
Overview
PHILLIPS WEALTH PLANNERS LLC is an SEC-registered investment adviser in STARKVILLE, MS, registered since 2022. The firm manages $341 million in assets, $332 million on a discretionary basis. It has 6 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Starkville
Corporate office
United States
Frequently asked questions
Who runs investment decisions at Phillips Wealth Planners LLC?
Public sources do not disclose named investment professionals or principals for Phillips Wealth Planners LLC. The firm is registered as an RIA with the SEC, which requires a designated chief compliance officer, but individual names are not on the public record.
Does Phillips Wealth Planners LLC make direct investments or only fund commitments?
Its RIA status allows both direct securities purchases and fund allocations, but no specific investment activity is documented. Without a public ADV detailing discretionary assets, the firm's preference between direct investments and fund vehicles remains unknown.
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