Phillips Wealth Planners LLC
● SEC registered since 2022CRD 319226SEC# 801-126127Starkville, MS
Reg. AUM
$340.8M
Employees
6
Accounts
2,986
Location
Starkville, MS
Phillips Wealth Planners LLC assets under management
Phillips Wealth Planners LLC operates as an SEC-registered investment adviser based in Starkville, MS. The firm has been registered since 2022. It reports $340.8 million in regulatory assets under management and employs 6 people.
Phillips Wealth Planners LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Hart Control | Relationship Manager / Chief Compliance Officer | Under 5% | 2025 |
| Lauren Castle Black Control | Member / Partner / Compliance Officer | 25-50% | 2022 |
| Lynn Marie Phillips-Gaines Control | Managing Member | 50-75% | 2022 |
Frequently asked questions
How much does Phillips Wealth Planners LLC manage?
Phillips Wealth Planners LLC reports $340.8 million in regulatory assets under management on its Form ADV.
How many employees does Phillips Wealth Planners LLC have?
Phillips Wealth Planners LLC reports 6 employees.
Where is Phillips Wealth Planners LLC located?
Phillips Wealth Planners LLC is based in Starkville, MS and has been SEC-registered since 2022.
Does Phillips Wealth Planners LLC disclose fund performance?
Phillips Wealth Planners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 104 West Lampkin Street, Starkville, MS 39759 |
| Phone | (662) 324-2889 |
| Fax | (662) 324-2890 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$340.8M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$340.8Mregulatory AUM
Discretionary $332.4MNon-discretionary $8.4M