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PHOENIX WEALTH ADVISORS INC.
CRD 118412 · SEC 801-60793
100 EUROPA DRIVE, SUITE 390, CHAPEL HILL, NC, 27517, United States
Phone
919-929-4448
Fax
919-968-1955
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$641.4M
Discretionary AUM
$609.7M
Team
8 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD-PARTY ADVISER/MANAGER FEES
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 993 | $197.0M |
| High net worth individuals | 545 | $421.2M |
| Pension/profit sharing plans | 38 | $9.1M |
| Corporations/business entities | 16 | $12.5M |
States served
CA, DC, GA, IL, MD, NY, NC, PA, SC, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD