Overview
Assets Under Management: $551 million
Headquarters: CHAPEL HILL, NC
High-Net-Worth Clients: 445
Average Client Assets: $774,398
Frequently Asked Questions
PHOENIX WEALTH ADVISORS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118412), PHOENIX WEALTH ADVISORS INC. is subject to fiduciary duty under federal law.
PHOENIX WEALTH ADVISORS INC. is headquartered in CHAPEL HILL, NC.
PHOENIX WEALTH ADVISORS INC. serves 445 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, PHOENIX WEALTH ADVISORS INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PHOENIX WEALTH ADVISORS INC. manages $551 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, PHOENIX WEALTH ADVISORS INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 445
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.54
Average High-Net-Worth Client Assets: $774,398
Total Client Accounts: 1,509
Discretionary Accounts: 1,499
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 118412
Filing ID: 1943917
Last Filing Date: 2025-03-26 20:20:00
Website: https://phoenixwealthadvisors.com