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Phillips Wealth Management LLC CRD 297249
$102M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12927 Stonecreek Dr., Suite D, Pickerington, OH 43147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-21 |
| FL | RA | APPROVED | 2024-02-15 |
| TX | RA | APPROVED_RES | 2023-10-30 |
| OH | RA | APPROVED | 2018-09-14 |
Branch Locations
12927 Stonecreek Dr., Suite D, Pickerington, OH 43147 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Atlantic Capital Corporation | Pittsburgh | PA | 04/2013 | 01/2019 |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 04/2013 | 12/2020 |
| Phillips Wealth Management Llc | Pickerington | OH | 06/2018 | Present |
| Phillips Wealth Management Llc | Pickerington | OH | 03/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-05 |
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