CRD: 297249
Phillips Wealth Management LLC
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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · MID Atlantic · TD Ameritrade
- Clients
- Retail
- Platforms
- Peak element
- Established Date
- 09-14-2018
- Office Locations
- 1
Office Locations
About Phillips Wealth Management LLC
Phillips Wealth Management, LLC is an Ohio-based RIA serving retail clients with goal-focused financial planning and investment management aimed at tax reduction, asset protection, and a worry-free retirement. The firm uses a comprehensive planning approach that can include legacy and charitable foundation considerations. Portfolios primarily use mutual funds and ETFs, with custody relationships including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK ANDREW PHILLIPS
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #1742617
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JENNIE FRAVEL
Director
- CRD
- #7672536
ANDREW JEDIDIAH PHILLIPS
Director of Client Services
- CRD
- #6188207
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,318,889 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,318,889 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,318,889
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,314,732,249 | 29.9% |
| Equity - Exchange | $1,402,674,206 | 31.9% |
| Cash | $743,109,532 | 16.9% |
| Corporate - Investment Grade | $479,283,663 | 10.9% |
| U.S. Government/Agency | $457,298,173 | 10.4% |
| Total | $4,397,097,823 | 100.0% |