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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Philip James Wealth Management LLC
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|---|---|
| CRD # | 297517 |
| SEC # | 801-119808 |
| CIK # | |
| AUM | $932.0 M (2025-06-17) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 888-493-9022 |
| Address | 13680 Highway 9 Milton, GA 30004 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 84.0 |
| (b) Individuals (high net worth individuals) | 233 | 810.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 37.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,519 | 932.0 |
| By Discretionary | ||
| Discretionary | 1,480 | 919.3 |
| Non-Discretionary | 39 | 12.7 |
| Total | 1,519 | 932.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 932.0 | |
| Total | 1,519 | 932.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pinnacle Wealth Advisors
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|
TN | 0.9 |
|
CA Family Wealth LLC
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|
CA | 0.9 |
|
BMO Nesbitt Burns Securities Ltd
✚
|
0.9 | |
|
Belmont Capital LLC
✚
|
CA | 0.9 |
|
King Wealth Management Group LLC
✚
|
NY | 0.9 |
|
Prospera Private Wealth LLC
✚
|
OK | 0.9 |
|
Brand Asset Management Group Inc
✚
|
MO | 0.9 |
|
Frazier Financial Advisors LLC
✚
|
OH | 0.9 |
|
Detalus Advisors LLC
✚
|
MO | 0.9 |
|
West Paces Advisors Inc
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|
GA | 0.9 |