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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Mississippi
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Hart, Amy | I | RELATIONSHIP MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Hart, Amy | I | RELATIONSHIP MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, ALEXANDRA, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, ALEXANDRA, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, ALEXANDRA, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, ALEXANDRA, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | E | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | E | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | E | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | E | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | E | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | E | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | E | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | E | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | D | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | D | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | D | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | D | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | D | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | D | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | D | Control |
| PHILLIPS-GAINES, LYNN, MARIE | I | MANAGING MEMBER | D | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER | C | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER | C | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER | C | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER | C | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER | C | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER | C | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER / PARTNER / COMPLIANCE OFFICER | C | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER / PARTNER / COMPLIANCE OFFICER | C | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER | B | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER | B | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER | B | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER | B | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER | B | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER | B | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER | B | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER | B | Control |
| BLACK, LAUREN, CASTLE | I | MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Sep 4, 2025 REGISTERED
Notice Filings (7)
AL FL GA LA MS TN TX
Address
104 WEST LAMPKIN STREETSTARKVILLE, MS 39759
United States
Phone: (662) 324-2889