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Philip James Wealth Management, LLC

● SEC registered since 2020CRD 297517SEC# 801-119808Milton, GA
Export (members)
Reg. AUM
$932M
Employees
10
Accounts
1,519
Location
Milton, GA

Philip James Wealth Management, LLC assets under management

Philip James Wealth Management, LLC is an investment advisory firm registered with the SEC based in Milton, GA. The firm has been registered since 2020. It reports $932 million in regulatory assets under management and employs 10 people.
www.linkedin.com/in/ryden-hines-mba-16ba8b11aView on SEC.gov ↗

Philip James Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brion Ryden Hines ControlDirector Of Operations10-25%2022
Dean JacklitchInvestor5-10%2020
Dustin Mitchell Dorhout ControlChief Investment Officer10-25%2023
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Frequently asked questions

How much does Philip James Wealth Management, LLC manage?

Philip James Wealth Management, LLC reports $932 million in regulatory assets under management on its Form ADV.

How many employees does Philip James Wealth Management, LLC have?

Philip James Wealth Management, LLC reports 10 employees.

Where is Philip James Wealth Management, LLC located?

Philip James Wealth Management, LLC is based in Milton, GA and has been SEC-registered since 2020.

Does Philip James Wealth Management, LLC disclose fund performance?

Philip James Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13680 Highway 9, Suite C100, Milton, GA 30004
Phone(888) 493-9022
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$919.3M
Non-discretionary$12.7M
Total (RAUM)$932M