PHILLIPS WEALTH PLANNERS LLC
CRD #319226 SEC #801-126127 STARKVILLE, MS (662) 324-2889
SEC Registered
Total AUM
$286.6M
Discretionary
$286.6M
Employees
7
Clients
101
Accounts
1,708
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $286.6M | $286.6M | $0 | 7 | 0 |
| Mar 2025 | $286.6M | $286.6M | $0 | 7 | 0 |
| Jun 2024 | $262M | $262M | $0 | 7 | 0 |
| Jan 2024 | $262M | $262M | $0 | 7 | 0 |
| Sep 2023 | $240M | $240M | $0 | 8 | 0 |
| Jun 2023 | $240M | $240M | $0 | 8 | 0 |
| Jun 2023 | $240M | $240M | $0 | 8 | 0 |
| Mar 2023 | $240M | $240M | $0 | 8 | 0 |
| Jan 2023 | $225M | $225M | $0 | 7 | 0 |
| Dec 2022 | $225M | $225M | $0 | 7 | 0 |
| Nov 2022 | $225M | $225M | $0 | 7 | 0 |
| Sep 2022 | $0 | $0 | $0 | 7 | 0 |
| Sep 2022 | $0 | $0 | $0 | 7 | 0 |
| Jul 2022 | $0 | $0 | $0 | 7 | 0 |
| Jun 2022 | $0 | $0 | $0 | 6 | 0 |
| Mar 2022 | $0 | $0 | $0 | 6 | 0 |
| Mar 2022 | $0 | $0 | $0 | 6 | 0 |
DateSep 2025
Total AUM$286.6M
Discretionary$286.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$286.6M
Discretionary$286.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2024
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees8
Clients0
DateJun 2023
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees8
Clients0
DateJun 2023
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees7
Clients0
DateDec 2022
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0