| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Hart Control | Relationship Manager / Chief Compliance Officer | Under 5% | 2025 |
| Lauren Castle Black Control | Member / Partner / Compliance Officer | 25-50% | 2022 |
| Lynn Marie Phillips-Gaines Control | Managing Member | 50-75% | 2022 |
Phillips Wealth Planners LLC reports $286.6 million in regulatory assets under management on its Form ADV.
Phillips Wealth Planners LLC reports 7 employees.
Phillips Wealth Planners LLC is based in Starkville, MS and has been SEC-registered since 2022.
Phillips Wealth Planners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 104 West Lampkin Street, Starkville, MS 39759 |
| Phone | (662) 324-2889 |
| Fax | (662) 324-2890 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $286.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $286.6M |