# PHILLIPS WEALTH MANAGEMENT LLC

PHILLIPS WEALTH MANAGEMENT LLC of PICKERINGTON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 297249
- Type: SEC-registered investment adviser
- Location: 12927 STONECREEK DR., SUITE D, PICKERINGTON, OH, 43147
- Phone: 614-254-6034
- Latest filing: 2026-06-02
- Regulatory AUM: $102.3M
- Discretionary AUM: $102.3M
- Clients: 3
- Accounts: 834

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297249/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297249/similar
- Related entities: https://search.stillhousedata.com/firm/297249/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297249

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.