SEC Form ADV · CIK 1842362

PHOENIX WEALTH ADVISORS INC.

Registered Investment AdviserNC
$641.4M
Assets Under Management
8
Employees
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Registration Details

CIK
1842362
Accession
crd-118412
Location
CHAPEL HILL, NC
Filing Date
July 2, 2026
AUM
$641.4M
Institutional Clients
38
Employees
8
Amendment
No

Client Types

IndividualsHNW IndividualsBanksPension PlansCorporations

About this Adviser

PHOENIX WEALTH ADVISORS INC. is a registered investment adviser headquartered in CHAPEL HILL, NC, managing approximately $641.4M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.