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| Happy Holidays!! thanks for using AUM13F!! |
| Phillips Wealth Planners LLC
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| CRD # | 319226 |
| SEC # | 801-126127 |
| CIK # | 0001962628 |
| AUM | $286.6 M (2025-03-07) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 662-324-2889 |
| Address | 104 West Lampkin Street Starkville, MS 39759 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.2 | ||
| Broadcom Inc | 2.1 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Williams Companies Inc | 1.6 | ||
| Accenture PLC | 1.4 | ||
| Oracle Corp | 1.4 | ||
| VISA Inc | 1.4 | ||
| Facebook Inc | 1.4 | ||
| AbbVie Inc | 1.4 | ||
| United Technologies Corp /DE/ | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 67.8 |
| (b) Individuals (high net worth individuals) | 100 | 205.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 12.7 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,708 | 286.6 |
| By Discretionary | ||
| Discretionary | 1,708 | 286.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,708 | 286.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.6 | |
| Total | 1,708 | 286.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001962628] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
M E Allison & Co Inc
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|
TX | 0.3 |
|
EPIQ Partners LLC
✚
|
MN | 0.3 |
|
Shum Financial Group Inc
✚
|
CA | 0.3 |
|
Morgan Dempsey Capital Management LLC
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|
WI | 0.3 |
|
Vista Investment Management LLC
✚
|
PA | 0.3 |
|
Intrack Investment Management Inc
✚
|
VT | 0.3 |
|
Rockingstone Advisors LLC
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|
MA | 0.3 |
|
Hewell Financial Group Inc
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|
0.3 | |
|
Leigh Baldwin & Co LLC
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|
NY | 0.3 |
|
Bernzott Capital Advisors
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|
CA | 0.3 |