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Relationship Manager / Chief Compliance Officer · Phillips Wealth Planners LLC

Amy Hart

CRD 7542071 · Named on Form ADV at one SEC-registered adviser

At a glance

Phillips Wealth Planners LLC, an SEC-registered wealth manager based in Starkville, MS with $341 million in regulatory assets, lists Amy Hart on its Form ADV as Relationship Manager / Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Amy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.