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PHOENIX WEALTH ADVISORS INC.
CRD 118412File 801-60793
APPROVED
Retail clients
Custody
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$641.4M
Above cohort median (national)
Discretionary AUM
$609.7M
Non-discretionary $31.7M
Clients
1,592
1,593 accounts
Employees
8
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 14, 2001
- Principal office
- 100 EUROPA DRIVE, SUITE 390, CHAPEL HILL, NC, 27517
- Phone
- 919-929-4448
- Website
- HTTP://WWW.PFINX.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $641.4M
- Discretionary AUM
- $609.7M
- Non-discretionary AUM
- $31.7M
- Discretionary accounts
- 1,577
- Non-discretionary accounts
- 16
- Total accounts
- 1,593
- AUM per client
- $403K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $12.5M |
| High net worth individuals | 545 | $421.2M |
| Banking or thrift institutions | Fewer than 5 | $1.6M |
| Pension and profit sharing plans | 38 | $9.1M |
| Individuals (other than high net worth individuals) | 993 | $197.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD-PARTY ADVISER/MANAGER FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.