|
⚲
|
| Philip James Wealth Management LLC
✚
| |
|---|---|
| CRD # | 297517 |
| SEC # | 801-119808 |
| CIK # | |
| AUM | $934.4 MM (2024-07-22) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 888-493-9022 |
| Address | 13680 Highway 9 Milton, GA 30004 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 363 | 98.6 |
| (b) Individuals (high net worth individuals) | 227 | 797.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 38.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,636 | 934.4 |
| By Discretionary | ||
| Discretionary | 1,636 | 934.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,636 | 934.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 934.3 | |
| Total | 1,636 | 934.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sgroi Wealth Advisory Group LLC
✚
|
NY | 0.9 |
|
Horizon Wealth Management LLC
✚
|
IL | 0.9 |
|
Platform Technology Partners LLC
✚
|
NY | 0.9 |
|
Waypoint Wealth Partners Inc
✚
|
CA | 0.9 |
|
Arbor Capital Management Corp
✚
|
NY | 0.9 |
|
Spirepoint Private Client LLC
✚
|
FL | 0.9 |
|
KEB Asset Management LLC
✚
|
IL | 0.9 |
|
LRI Investments LLC
✚
|
FL | 0.9 |
|
Strategic Wealth Group Registered Investment Advisor LLC
✚
|
MN | 0.9 |
|
Elk River Wealth Management LLC
✚
|
CO | 0.9 |