# PHILIP JAMES WEALTH MANAGEMENT, LLC

PHILIP JAMES WEALTH MANAGEMENT, LLC of ALPHARETTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 297517
- Type: SEC-registered investment adviser
- SEC file number: 801-119808
- Location: 13680 HIGHWAY 9, SUITE C100, ALPHARETTA, GA, 30004
- Phone: (888) 493-9022
- Latest filing: 2026-05-11
- Regulatory AUM: $930.6M
- Discretionary AUM: $926.1M
- Non-discretionary AUM: $4.5M
- Clients: 9
- Accounts: 1,235

## Business model

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

## Officers, owners & control persons (10)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297517/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297517/similar
- Related entities: https://search.stillhousedata.com/firm/297517/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297517

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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.