# Phillips Wealth Management LLC

> Phillips Wealth Management LLC is a state-registered investment advisory firm in Pickerington, OH, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 297249
- Filed as: PHILLIPS WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pickerington, OH
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297249
- AdvisorCensus page: https://advisorcensus.com/firm/phillips-wealth-management-llc-pickerington-oh-297249

## Quick answers

**How is Phillips Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Phillips Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Phillips Wealth Management LLC located?**
Phillips Wealth Management LLC's principal office is in Pickerington, OH, according to its Form ADV.

**Is Phillips Wealth Management LLC registered with the SEC or a state?**
Phillips Wealth Management LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297249.

**How much does Phillips Wealth Management LLC manage?**
Phillips Wealth Management LLC reports $102,318,889 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**What types of clients does Phillips Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (264); high net worth individuals (19).

**Does Phillips Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297249

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $102,318,889
- Discretionary: $102,318,889
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 264 | $54,595,838 |
| High net worth individuals | 19 | $47,723,051 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MD, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- phillipswealthllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Phillips Wealth Management LLC (CRD 297249): Form ADV filing data as of October 2026.