SEC Form ADV · CIK 1842362

PHOENIX WEALTH ADVISORS INC.

Registered Investment AdviserNC
$641.4M
Assets Under Management
1,593
Total Clients
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Registration Details

CIK
1842362
Accession
CRD-118412
Location
CHAPEL HILL, NC
Filing Date
February 17, 2026
AUM
$641.4M
Total Clients
1,593
Amendment
No

About this Adviser

PHOENIX WEALTH ADVISORS INC. is a registered investment adviser headquartered in CHAPEL HILL, NC, managing approximately $641.4M in assets across 1,593 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.