Phillips Wealth Management LLC

Phillips Wealth Management LLC (CRD# 297249) is a financial advisory firm headquartered in Pickerington, OH. They manage $67,600,000 in 768 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
12927 Stonecreek Dr., Suite D, Pickerington, OH 43147
http://www.phillipswealthllc.com/
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    768
    ACCOUNTS
  • Average Account Value
    $88,021
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Phillips Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark Phillips, financial advisor Pickerington OH
Mark A. Phillips
CRD#: 1742617
12927 Stonecreek Dr., Suite D, Pickerington, OH 43147

Mark Phillips (CRD# 1742617) is an Investment Advisor Representative working at Phillips Wealth Management LLC in Pickerington, OH and has over 36 years of experience in the finance industry.

2
Jennie Fravel, financial advisor Pickerington OH
Jennie Fravel
CRD#: 7672536
12927 Stonecreek Dr., Suite D, Pickerington, OH 43147

Jennie Fravel (CRD# 7672536) is an Investment Advisor Representative working at Phillips Wealth Management LLC in Pickerington, OH and has 1 year of experience in the finance industry.

3
Andrew Phillips, financial advisor Pickerington OH
Andrew J. Phillips
CRD#: 6188207
12927 Stonecreek Dr., Suite D, Pickerington, OH 43147

Andrew Phillips (CRD# 6188207) is an Investment Advisor Representative working at Phillips Wealth Management LLC in Pickerington, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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