Philip James Wealth Management, LLC d/b/a of both Greylin Investment Management and PGI Wealth Management (hereinafter called “PGI”) is a Registered Investment Adviser based in Milton, Georgia, and incorporated under the laws of the State of Minnesota. PGI is principally owned by Nicholas McElroy and Todd McElroy. PGI is registered with the Securities and Exchange Commission and subject to the rules and regulations of the US Advisers Act. Founded in August 2018, PGI provides investment advisory services, which may include, but are not limited to, the review of client investment objectives and goals and recommending asset allocation strategies of managed assets among investment products such as cash, stocks, mutual funds and bonds. Our investment advice is tailored to meet our clients’ needs and investment objectives. Clients may impose restrictions on investing in certain securities or types of securities (such as a product type, specific companies, specific sectors, etc.) by providing a signed and dated written notification, of which an e-mail is also an acceptable form of notification. PGI also provides financial planning consulting services including, but not limited to, risk assessment/management, investment planning, estate planning, financial organization, or financial decision making/negotiation. PGI provides investment advisory and other financial services through its Investment Advisory Representatives ("IAR") to accounts opened with PGI. Accounts that are managed by PGI on a fee basis are available to individuals, high net worth individuals, pension and profit-sharing plans, and non-profit and charitable

organizations. PGI provides discretionary and non-discretionary investment advisory services to some of its clients through various types of managed accounts. A managed account is an account managed by PGI on a fee basis. PGI will assist clients in determining the suitability of the managed account programs for the client. The IAR is compensated through a comprehensive single fee for asset management services, in which pension consulting services are included, and the account may be assessed other charges associated with conducting a brokerage business. Pension Consulting Services PGI provides pension consulting services in combination with asset management services. These services may include: Plan Design, Designing the Investment Lineup, Administration of the Plan, Service, Education or Fiduciary Support. Insurance You may purchase insurance products offered through PGI pursuant to a plan or consultation. IARs typically receive commissions as insurance agents in connection with such transactions. Thus, in these circumstances the IAR will have a conflict of interest when providing these services because they will likely receive additional compensation if you choose to execute transactions through them in this capacity. You are under no obligation to purchase products or services recommended by us or our IARs. The firm does not participate in any wrap fee programs. As of February 27, 2024, the firm has $211,104,453 in assets under management: $211,104,453 in discretionary assets under management, and $0 in non-discretionary assets under management. Form ADV, Part 2A, Item 5