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Nicholas Ward McElroy

Cco & Managing MemberPhilip James Wealth Management, LLCCRD 6206273

About Nicholas Ward McElroy

Nicholas Ward McElroy is listed as Cco & Managing Member at Philip James Wealth Management, LLC in Milton, GA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Philip James Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Nicholas Ward McElroy work?

Nicholas Ward McElroy is listed as Cco & Managing Member at Philip James Wealth Management, LLC on SEC Form ADV.

How much of Philip James Wealth Management, LLC does Nicholas Ward McElroy own?

Form ADV reports a beneficial ownership band of 25-50%.

Philip James Wealth Management, LLC

TitleCco & Managing Member
Ownership25-50%
Control personYes
Since2018