Phoenix Wealth Advisors Inc.
Phoenix Wealth Advisors Inc. is an SEC-registered mass-market adviser in Chapel Hill, NC with $641.4M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Phoenix Wealth Advisors Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118412, SEC 801-60793, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $641.4M (2026-02-17)
- Firm type
- Mass-Market Adviser
- Location
- Chapel Hill, NC
- Employees
- 8
- Clients
- 1,592
- CRD
- 118412
- Ownership
- FARLEY, WILLIAM, WINFREE; RHOADES, MARK, JOSEPH; NETTESHEIM, MICHELE, SUZANNE; LIVANOS, GEORGIOS; MIGEL, MALCOLM, RICHARD
How much AUM does Phoenix Wealth Advisors Inc. have?
Phoenix Wealth Advisors Inc. reported $641.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Phoenix Wealth Advisors Inc.?
Disclosed owners and executives of Phoenix Wealth Advisors Inc. include FARLEY, WILLIAM, WINFREE, RHOADES, MARK, JOSEPH, NETTESHEIM, MICHELE, SUZANNE, LIVANOS, GEORGIOS, MIGEL, MALCOLM, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.