PHILIP JAMES WEALTH MANAGEMENT, LLC
Legal name: PGI WEALTH MANAGEMENT
CRD #297517 SEC #801-119808 MILTON, GA (888) 493-9022
SEC Registered
Total AUM
$932M
Discretionary
$919.3M
Employees
10
Clients
0
Accounts
1,519
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $932M | $919.3M | $12.7M | 10 | 0 |
| May 2025 | $932M | $932M | $0 | 10 | 0 |
| Mar 2025 | $932M | $932M | $0 | 10 | 0 |
| Jan 2025 | $934.4M | $934.4M | $0 | 8 | 307 |
| Jul 2024 | $934.4M | $934.4M | $0 | 8 | 307 |
| Jun 2024 | $211.1M | $211.1M | $0 | 8 | 307 |
| May 2024 | $211.1M | $211.1M | $0 | 8 | 307 |
| Mar 2024 | $211.1M | $211.1M | $0 | 8 | 307 |
| Mar 2024 | $211.1M | $211.1M | $0 | 8 | 307 |
| Mar 2023 | $257.5M | $183.4M | $74.1M | 8 | 349 |
| Oct 2022 | $292.7M | $215.1M | $77.5M | 7 | 292,654,956 |
| Oct 2022 | $292.7M | $215.1M | $77.5M | 7 | 292,654,956 |
| May 2022 | $292.7M | $215.1M | $77.5M | 7 | 292,654,956 |
| Apr 2022 | $292.7M | $215.1M | $77.5M | 7 | 292,654,956 |
| Mar 2022 | $292.7M | $215.1M | $77.5M | 7 | 292,654,956 |
| Jan 2022 | $220.6M | $137.5M | $83.1M | 7 | 268 |
| Oct 2021 | $220.6M | $137.5M | $83.1M | 7 | 268 |
| Aug 2021 | $220.6M | $137.5M | $83.1M | 7 | 268 |
| Jul 2021 | $220.6M | $137.5M | $83.1M | 7 | 268 |
| Apr 2021 | $220.6M | $137.5M | $83.1M | 7 | 268 |
| Mar 2021 | $220.6M | $137.5M | $83.1M | 7 | 268 |
| Jan 2021 | $190.7M | $116.1M | $74.6M | 5 | 0 |
| Oct 2020 | $190.7M | $116.1M | $74.6M | 5 | 0 |
| Oct 2020 | $190.7M | $116.1M | $74.6M | 5 | 0 |
DateJun 2025
Total AUM$932M
Discretionary$919.3M
Non-Disc.$12.7M
Employees10
Clients0
DateMay 2025
Total AUM$932M
Discretionary$932M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$932M
Discretionary$932M
Non-Disc.$0
Employees10
Clients0
DateJan 2025
Total AUM$934.4M
Discretionary$934.4M
Non-Disc.$0
Employees8
Clients307
DateJul 2024
Total AUM$934.4M
Discretionary$934.4M
Non-Disc.$0
Employees8
Clients307
DateJun 2024
Total AUM$211.1M
Discretionary$211.1M
Non-Disc.$0
Employees8
Clients307
DateMay 2024
Total AUM$211.1M
Discretionary$211.1M
Non-Disc.$0
Employees8
Clients307
DateMar 2024
Total AUM$211.1M
Discretionary$211.1M
Non-Disc.$0
Employees8
Clients307
DateMar 2024
Total AUM$211.1M
Discretionary$211.1M
Non-Disc.$0
Employees8
Clients307
DateMar 2023
Total AUM$257.5M
Discretionary$183.4M
Non-Disc.$74.1M
Employees8
Clients349
DateOct 2022
Total AUM$292.7M
Discretionary$215.1M
Non-Disc.$77.5M
Employees7
Clients292,654,956
DateOct 2022
Total AUM$292.7M
Discretionary$215.1M
Non-Disc.$77.5M
Employees7
Clients292,654,956
DateMay 2022
Total AUM$292.7M
Discretionary$215.1M
Non-Disc.$77.5M
Employees7
Clients292,654,956
DateApr 2022
Total AUM$292.7M
Discretionary$215.1M
Non-Disc.$77.5M
Employees7
Clients292,654,956
DateMar 2022
Total AUM$292.7M
Discretionary$215.1M
Non-Disc.$77.5M
Employees7
Clients292,654,956
DateJan 2022
Total AUM$220.6M
Discretionary$137.5M
Non-Disc.$83.1M
Employees7
Clients268
DateOct 2021
Total AUM$220.6M
Discretionary$137.5M
Non-Disc.$83.1M
Employees7
Clients268
DateAug 2021
Total AUM$220.6M
Discretionary$137.5M
Non-Disc.$83.1M
Employees7
Clients268
DateJul 2021
Total AUM$220.6M
Discretionary$137.5M
Non-Disc.$83.1M
Employees7
Clients268
DateApr 2021
Total AUM$220.6M
Discretionary$137.5M
Non-Disc.$83.1M
Employees7
Clients268
DateMar 2021
Total AUM$220.6M
Discretionary$137.5M
Non-Disc.$83.1M
Employees7
Clients268
DateJan 2021
Total AUM$190.7M
Discretionary$116.1M
Non-Disc.$74.6M
Employees5
Clients0
DateOct 2020
Total AUM$190.7M
Discretionary$116.1M
Non-Disc.$74.6M
Employees5
Clients0
DateOct 2020
Total AUM$190.7M
Discretionary$116.1M
Non-Disc.$74.6M
Employees5
Clients0