PHILLIPS WEALTH MANAGEMENT LLC

PHILLIPS WEALTH MANAGEMENT LLC of PICKERINGTON, OH is an SEC-registered investment adviser (CRD 297249). Regulatory assets under management: $102.3M.

Registration

• CRD: 297249
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297249 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search