John Phillips
RED DOOR WEALTH MANAGEMENT
MEMPHIS, TN 38120
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CRD#: 5642536
Professional summary
John Phillips V, CFP® is a registered financial advisor currently at RED DOOR WEALTH MANAGEMENT, LLC located in Memphis, Tennessee.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. John has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) John Phillips is an investor in Hospitality Fund II. This investment is strictly a passive investment and requires no participation. This is a passive investment and there are no clients of Red Door Wealth Management invested in Hospitality Fund II and therefore does not create a conflict of interest. Mr. Phillips does not market or recommend this security to any clients or prospective clients of the firm (2)John Phillips is an owner of RDPF Management Group LLC (a wholly-owned subsidiary of Red Door Wealth Management, LLC) which serves as the general partner, managing member, investment manager to the Red Door Partners Fund LLC, Red Door ICW Fund LLC , Red Door Ecoserv, LLC , Red Door LSB LLC, Red Door DCP LLC and Red Door Opportunity Fund I LP ("Funds"); Investment Related, At the same locations, Private Investment Funds; 2 hours per month, 2 hours per month during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view John Phillips V's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
May 25, 2010 - Present
RED DOOR WEALTH MANAGEMENT, LLC
Office #1: 965 Ridge Lake Blvd Suite 105, Memphis, TN 38120RIA
CRD#: 153235
MEMPHIS, TN
Past
March 4, 2009 - March 3, 2010
WADDELL & ASSOCIATES INC
RIA
CRD#: 105746
MEMPHIS, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RD
RED DOOR WEALTH MANAGEMENT, LLC
RED DOOR WEALTH MANAGEMENT, LLC
CRD#: 153235 / SEC#: 801-79374
RIA
Registered Investment Advisory firm - (3/31/2014 Approved)Louisiana
Registered Investment Advisory firm - (4/8/2014 Terminated)Tennessee
Registered Investment Advisory firm - (5/4/2014 Terminated)Texas
Registered Investment Advisory firm - (4/4/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(5/25/2010)
IAR
Texas(8/24/2012)
Current Firm
RD
RED DOOR WEALTH MANAGEMENT, LLC
RED DOOR WEALTH MANAGEMENT, LLC
CRD#: 153235 / SEC#: 801-79374
RIA
Registered Investment Advisory firm - (3/31/2014 Approved)Louisiana
Registered Investment Advisory firm - (4/8/2014 Terminated)Tennessee
Registered Investment Advisory firm - (5/4/2014 Terminated)Texas
Registered Investment Advisory firm - (4/4/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
965 Ridge Lake Blvd Suite 105, Memphis, TN 38120
Mailing Address
Phone number
(901) 681-0018
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,928 |
| AUM (Assets Under Management) | $ 2,520,524,776 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/15/2025 | ||
| 01/22/2025 |
Red Flags
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Company Information
RED DOOR WEALTH MANAGEMENT, LLC
CRD#: 153235Memphis, TN 38120TRUST BUT VERIFY
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