John Phillips

Employer firm

Red Door Wealth Management, LLC CRD 153235

$3.09B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FAMILY OFFICE AND WEALTH PLANNING SERVICES, ADVISORY CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → Present
  Red Door Wealth Management, Llc
  Memphis, TN

Previous Registrations

• 2009-03-04 → 2010-03-03
  Waddell & Associates Inc
  Memphis, TN

Other Businesses

(1) John Phillips is an owner of RDPF Management Group LLC (a wholly-owned subsidiary of Red Door Wealth Management, LLC) which serves as the general partner, managing member, investment manager to the Red Door DCP LLC, Red Door Opportunity Fund I LP, and Red Door Opportunity Fund II LP, Red Door Partners Fund LLC, Red Door ICW Fund LLC , Red Door Ecoserv, LLC , Red Door LSB LLC, Red Door DCP LLC, Red Door Banner Fund LP and Red Door Opportunity Fund I LP ("Funds"); Investment Related, At the same locations, Private Investment Funds; 2 hours per month, 2 hours per month during trading hours (2) 1/2026 Red Door Travel, LLC; Owner; Travel Firm; Non Investment Related; 5 Hours/Week; 20 Hours/During Trading Hours; Affiliated with Red Door Wealth Management, LLC through common control and ownership/Offer Travel arrangements to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-03

Designations

• Certified Financial Planner
• Chartered Financial Analyst