PHOENIX WEALTH ADVISORS INC.
SEC Form ADV profile.
Total regulatory AUM
$641,416,303
Discretionary
$609,735,521
Non-discretionary
$31,680,782
Firm details
- CRD number
- 118412
- SEC file number
- 801-60793
- Main office
- CHAPEL HILL, NC, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTP://WWW.PFINX.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.