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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 17, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, NICHOLAS, WARD | I | CCO & MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCELROY, TODD, WILLIAM | I | MANAGING MEMBER | C | Control |
| Dorhout, Dustin, Mitchell | I | CHIEF INVESTMENT OFFICER | B | Control |
| Dorhout, Dustin, Mitchell | I | CHIEF INVESTMENT OFFICER | B | Control |
| Dorhout, Dustin, Mitchell | I | CHIEF INVESTMENT OFFICER | B | Control |
| Dorhout, Dustin, Mitchell | I | CHIEF INVESTMENT OFFICER | B | Control |
| Dorhout, Dustin, Mitchell | I | CHIEF INVESTMENT OFFICER | B | Control |
| Dorhout, Dustin, Mitchell | I | CHIEF INVESTMENT OFFICER | B | Control |
| Dorhout, Dustin, Mitchell | I | CHIEF INVESTMENT OFFICER | B | Control |
| Dorhout, Dustin, Mitchell | I | CHIEF INVESTMENT OFFICER | B | Control |
| Dorhout, Dustin, Mitchell | I | CHIEF INVESTMENT OFFICER | B | Control |
| Dorhout, Dustin, Mitchell | I | CHIEF INVESTMENT OFFICER | B | Control |
| HINES, BRION, RYDEN | I | CHIEF INVESTMENT OFFICER | B | Control |
| HINES, BRION, RYDEN | I | CHIEF INVESTMENT OFFICER | B | Control |
| HINES, BRION, RYDEN | I | CHIEF INVESTMENT OFFICER | B | Control |
| HINES, BRION, RYDEN | I | CHIEF INVESTMENT OFFICER | B | Control |
| HINES, BRION, RYDEN | I | CHIEF INVESTMENT OFFICER | B | Control |
| HINES, BRION, RYDEN | I | CHIEF INVESTMENT OFFICER | B | Control |
| HINES, BRION, RYDEN | I | CHIEF INVESTMENT OFFICER | B | Control |
| HINES, BRION, RYDEN | I | DIRECTOR OF OPERATIONS | B | Control |
| HINES, BRION, RYDEN | I | DIRECTOR OF OPERATIONS | B | Control |
| HINES, BRION, RYDEN | I | DIRECTOR OF OPERATIONS | B | Control |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A | |
| JACKLITCH, DEAN | I | INVESTOR | A |
Registrations
Federal
IA
Jun 17, 2025 REGISTERED
Notice Filings (20)
AL AZ CA CO CT FL GA LA MI MN NC NE NJ NY OR SC TN TX VA WI
Address
13680 HIGHWAY 9SUITE C100
MILTON, GA 30004
United States
Phone: (888) 493-9022