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| Phillips Wealth Planners LLC
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| CRD # | 319226 |
| SEC # | 801-126127 |
| CIK # | 0001962628 |
| AUM | 340.8 M (2026-03-04) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 662-324-2889 |
| Address | 104 West Lampkin Street Starkville, MS 39759 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001962628 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.6 | ||
| Broadcom Inc | 2.9 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Wal Mart Stores Inc | 2.2 | ||
| Apple Inc | 1.9 | ||
| Alphabet Inc | 1.8 | ||
| Williams Companies Inc | 1.7 | ||
| TJX Companies Inc /DE/ | 1.7 | ||
| Texas Instruments Inc | 1.4 | ||
| Duke Energy Corp | 1.4 | ||
| Chevron Corp | 1.4 | ||
| AbbVie Inc | 1.4 | ||
| Philip Morris International Inc | 1.3 | ||
| PNC Financial Services Group Inc | 1.3 | ||
| McDonalds Corp | 1.2 | ||
| Goldman Sachs Group Inc | 1.2 | ||
| Coca Cola Co | 1.2 | ||
| Home Depot Inc | 1.2 | ||
| Visa Inc | 1.2 | ||
| United Technologies Corp /DE/ | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 69.2 |
| (b) Individuals (high net worth individuals) | 114 | 259.5 |
| (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 | 9 | 12.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 2,986 | 340.8 |
| By Discretionary | ||
| Discretionary | 2,970 | 332.4 |
| Non-Discretionary | 16 | 8.4 |
| Total | 2,986 | 340.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.8 | |
| Total | 2,986 | 340.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962628] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ergawealth Advisors Inc
✚
|
IL | 341.5 M |
|
Blue Investment Management LLC
✚
|
FL | 341.4 M |
|
Thomas Wright Asset Management Inc
✚
|
PR | 341.3 M |
|
Eukles Asset Management LLC
✚
|
OH | 341.1 M |
|
Reichard Capital LLC
✚
|
NC | 341.0 M |
|
RM Private Wealth Management Inc
✚
|
FL | 340.9 M |
|
Premia Global Advisors LLC
✚
|
FL | 340.8 M |
|
Cap Six Advisors LLC
✚
|
TX | 340.8 M |
|
Gunpowder Capital Management LLC
✚
|
MD | 340.4 M |
|
Post Resch Tallon Group Inc
✚
|
NY | 340.2 M |