Amy Hart
Relationship Manager / Chief Compliance OfficerPhillips Wealth Planners LLCCRD 7542071
About Amy Hart
Amy Hart is listed as Relationship Manager / Chief Compliance Officer at Phillips Wealth Planners LLC in Starkville, MS. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Phillips Wealth Planners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Amy Hart work?
Amy Hart is listed as Relationship Manager / Chief Compliance Officer at Phillips Wealth Planners LLC on SEC Form ADV.
How much of Phillips Wealth Planners LLC does Amy Hart own?
Form ADV reports a beneficial ownership band of Under 5%.
Phillips Wealth Planners LLC
| Title | Relationship Manager / Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |