← Back to search
PHOENIX INVESTMENT
PI WEALTH MANAGEMENT LLC
CRD 299731
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
111 DEERWOOD RD, STE 325, SAN RAMON, CA, 94583, United States
Registration
— (—)
Source
State registered
Total AUM
$54.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 93 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2025-06-27
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $22K |
| Pension/profit sharing plans | 91 | $54.4M |
Official SEC filing: View on IAPD