PHILIP JAMES WEALTH MANAGEMENT, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 297517). Regulatory assets under management: $930.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Todd William Mcelroy | MANAGING MEMBER | — |
| Nicholas Ward Mcelroy | CCO & MANAGING MEMBER | — |
| Dean Jacklitch | INVESTOR | — |
| Dustin Mitchell Dorhout | CHIEF INVESTMENT OFFICER | — |
| Brion Ryden Hines | CHIEF INVESTMENT OFFICER; DIRECTOR OF OPERATIONS | — |
| MCELROY TODD WILLIAM | MANAGING MEMBER | — |
| MCELROY NICHOLAS WARD | CCO & MANAGING MEMBER | — |
| JACKLITCH DEAN | INVESTOR | — |
| Dorhout Dustin Mitchell | CHIEF INVESTMENT OFFICER | — |
| HINES BRION RYDEN | CHIEF INVESTMENT OFFICER | — |