Philip James Wealth Management, LLC
● SEC registered since 2020CRD 297517SEC# 801-119808Alpharetta, GA
Reg. AUM
$930.6M
Employees
9
Accounts
1,235
Location
Alpharetta, GA
Philip James Wealth Management, LLC assets under management
Philip James Wealth Management, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2020. It reports $930.6 million in regulatory assets under management and employs 9 people.
Philip James Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brion Ryden Hines Control | Director Of Operations | 10-25% | 2022 |
| Dean Jacklitch | Investor | 5-10% | 2020 |
| Dustin Mitchell Dorhout Control | Chief Investment Officer | 10-25% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Philip James Wealth Management, LLC manage?
Philip James Wealth Management, LLC reports $930.6 million in regulatory assets under management on its Form ADV.
How many employees does Philip James Wealth Management, LLC have?
Philip James Wealth Management, LLC reports 9 employees.
Where is Philip James Wealth Management, LLC located?
Philip James Wealth Management, LLC is based in Alpharetta, GA and has been SEC-registered since 2020.
Does Philip James Wealth Management, LLC disclose fund performance?
Philip James Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13680 Highway 9, Suite C100, Alpharetta, GA 30004 |
| Phone | (888) 493-9022 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$930.6MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$930.6Mregulatory AUM
Discretionary $926.1MNon-discretionary $4.5M