# Phillips Wealth Planners LLC

Phillips Wealth Planners LLC is a Multi Family Office based in Starkville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Starkville, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://phillipswealthplanners.com

## Regulatory record

- **CRD number:** 319226
- **SEC file number:** 801-126127
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319226

## About

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.

## 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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Last updated: 2026-07-06T01:24:23.267Z

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