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| Keyboard |
| Philip James Wealth Management LLC
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|---|---|
| CRD # | 297517 |
| SEC # | 801-119808 |
| CIK # | |
| AUM | 930.6 M (2026-05-11) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 888-493-9022 |
| Address | 13680 Highway 9 Alpharetta, GA 30004 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 304 | 80.0 |
| (b) Individuals (high net worth individuals) | 193 | 806.6 |
| (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 | 44.0 |
| (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 | 1,235 | 930.6 |
| By Discretionary | ||
| Discretionary | 1,218 | 926.1 |
| Non-Discretionary | 17 | 4.5 |
| Total | 1,235 | 930.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 930.5 | |
| Total | 1,235 | 930.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
LS Investment Advisors LLC
✚
|
MI | 932.1 M |
|
PCG Wealth Advisors LLC
✚
|
KS | 931.1 M |
|
Sky Investment Group LLC
✚
|
CT | 931.0 M |
|
Brighton Securities Corp
✚
|
NY | 931.0 M |
|
Strategy Asset Managers LLC
✚
|
CA | 930.1 M |
|
Stablepoint Partners LLC
✚
|
MA | 930.0 M |
|
Wick Capital Partners LLC
✚
|
PA | 929.7 M |
|
Investmark Advisory Group LLC
✚
|
CT | 929.7 M |
|
Oppenheimer Investment Management LLC
✚
|
NY | 929.4 M |
|
Vaquero Private Wealth Ltd
✚
|
TX | 928.9 M |