# PHILLIPS WEALTH PLANNERS LLC

PHILLIPS WEALTH PLANNERS LLC of STARKVILLE, MS is an SEC-registered investment adviser.

## Registration

- CRD: 319226
- Type: SEC-registered investment adviser
- SEC file number: 801-126127
- Location: 104 WEST LAMPKIN STREET, STARKVILLE, MS, 39759
- Phone: (662) 324-2889
- Latest filing: 2026-03-04
- Regulatory AUM: $340.8M
- Discretionary AUM: $332.4M
- Non-discretionary AUM: $8.4M
- Clients: 6
- Accounts: 2,986

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Lynn Marie Phillips-Gaines | MANAGING MEMBER | — |
| Lauren Castle Black | MEMBER / PARTNER / COMPLIANCE OFFICER | — |
| Amy Hart | RELATIONSHIP MANAGER / CHIEF COMPLIANCE OFFICER | Starkville, MS |
| PHILLIPS-GAINES LYNN MARIE | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| BLACK LAUREN CASTLE | MEMBER; MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER | — |
| THOMAS ALEXANDRA NICOLE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/319226/brochure
- Similar advisers: https://search.stillhousedata.com/firm/319226/similar
- Related entities: https://search.stillhousedata.com/firm/319226/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/319226

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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.