Phoenix Wealth Advisors Inc.

RIASEC Registered

Total AUM

$641M

Discretionary

$610M

95% of AUM

Avg account

$403K

Accounts

1,593

Employees

Advisory reps

Firm details

Headquarters: Chapel Hill, North Carolina
CRD number: 118412
Registered since: December 14, 2001
Website: www.phoenixwealthadvisors.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NH
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI65.67%
Individuals30.72%
Corporations / Businesses1.95%
Pension & Profit Sharing Plans1.41%
Banking / Thrift Institutions0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Phoenix Wealth Advisors Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 2001. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, institutions, and pension consulting plus the selection of third‑party advisers. Fee arrangements include percentage-of-AUM billing alongside hourly, fixed-fee, and other structures. Phoenix acts as a capital allocator, making external manager selections rather than limiting clients to in-house funds. The firm does not list ESG integration as an active investment focus.