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PHILLIPS WEALTH MANAGEMENT LLC

Advisory

PICKERINGTON, OH

Data as of Jun 2, 2026 · Source: SEC Form ADV

Rank in OH
#594
of 748 advisers by AUM
Average account
$123K
across 834 accounts
AUM per adviser
$34M
3 advisers

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM
$102M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$102M
Discretionary AUM$102M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients283
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, MD, OH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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