Brion Hines is a control person of Philip James Wealth Management and directly owns between 10% and 25% of it.
Philip James Wealth Management is an investment adviser based in Alpharetta, GA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $931 million, as filed on 11 May 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7718200
- Firm
- Philip James Wealth Management · CRD 297517
- Role
- Director of Operations
- In role since
- January 2022 · 4 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Alpharetta, GA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Brion Hines work?
Brion Hines has been Director of Operations of Philip James Wealth Management, LLC since January 2022, and is a control person of the firm.
How can I verify Brion Hines’ record?
Brion Hines’ role is listed on Philip James Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 297517.