Dustin Dorhout has been Chief Investment Officer of Philip James Wealth Management since January 2023, is a control person of the firm and directly owns between 10% and 25% of it.
Philip James Wealth Management, LLC is an Alpharetta, GA firm with $931M under management, 497 clients and 7 advisers across 7 offices, as of its May 2026 filing.
Dustin Dorhout’s longest registration is the current one, 4 years at Philip James Wealth Management since 2022. Before joining Philip James Wealth Management in 2022, Dustin Dorhout was registered through Wealthplan Investment Management LLC and CLS Investments, LLC.
- CWM, LLCAlso current– present · under a yearAtlanta, GA · Adviser representative · Firm CRD 155344
- Pgi Wealth ManagementCurrent– present · 4 yearsAlpharetta, GA · Adviser representative · Firm CRD 297517
- Wealthplan Investment Management LLC– · under a yearOmaha, NE · Adviser representative · Firm CRD 311364
- CLS Investments, LLC– · under a yearOmaha, NE · Adviser representative · Firm CRD 107975
Investment adviser representative registrations
Dustin Dorhout is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2022; the most recent is Texas, in October 2026.
- GeorgiaSince 22 December 2022
- NebraskaSince 7 January 2022
- TexasResidentSince 14 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 September 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Dustin Mitchell Dorhout
- CRD
- 6695802
- Firm
- Philip James Wealth Management · CRD 297517
- Role
- Chief Investment Officer
- Office
- 13680 HIGHWAY 9, SUITE C100, Alpharetta, GA 30004
- Registration
- Investment adviser registration
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Dustin Dorhout work?
Dustin Dorhout has been Chief Investment Officer of Philip James Wealth Management, LLC since January 2023, and is a control person of the firm.
Is Dustin Dorhout a financial advisor?
Yes. Dustin Dorhout has a current investment-adviser registration in Georgia, Nebraska and Texas, through Philip James Wealth Management since January 2022.
How many years of experience does Dustin Dorhout have?
Dustin Dorhout has 6 years in the financial industry, since October 2020, across 4 adviser firms.
What exams has Dustin Dorhout passed?
Dustin Dorhout passed the Series 65 in September 2018.
Where did Dustin Dorhout work before Philip James Wealth Management?
Before Philip James Wealth Management, Dustin Dorhout was registered through Wealthplan Investment Management LLC, June 2021 to December 2021; CLS Investments, LLC, September 2018 to July 2019.
Where is Dustin Dorhout based?
Dustin Dorhout’s registered office is in Alpharetta, GA.
Is Dustin Dorhout registered with FINRA?
No. Dustin Dorhout has no current broker registration.
How can I verify Dustin Dorhout’s record?
Search CRD 6695802 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dustin Dorhout’s full registration record.