PHILLIPS WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- PICKERINGTON, Ohio
- CRD number
- 297249
- Website
- www.phillipswealthllc.com
- Custodians
- CHARLES SCHWAB & CO., INC., MID ATLANTIC FINANCIAL MANAGEMENT, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals53.36%
- HNWI46.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Phillips Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm blends investment advice with insurance brokerage and positions itself as a capital allocator — selecting outside managers and products on behalf of clients. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers; fee arrangements include asset-based fees, fixed fees and other fee structures. Phillips is not flagged as an active ESG investor and does not operate as a multi-state or newly formed adviser in the available records.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities35%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3MARK PHILLIPS
PresidentCRD 1742617
ANDREW PHILLIPS
Director - Client ServicesCRD 6188207
JENNIE FRAVEL
MarketingCRD 7672536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PICKERINGTON, OH
FAIRFIELD
Location
PICKERINGTON, OH
Headquartered in PICKERINGTON, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FAIRFIELD
- Address
- 12927 Stonecreek Dr
- Time zone
- ET (UTC-5)
- Office locations
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