PHOENIX WEALTH ADVISORS INC.

RIASEC RegisteredEst. 2001

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.raymondjames.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 registered investment adviser that has been SEC-registered since 2001 and operates as an individual-owned corporation. The firm positions itself as a capital allocator for both individual and institutional clients, offering a mix of financial planning, portfolio management and adviser-selection services. Its advisory model combines fee-for-service billing (percentage of AUM, hourly and fixed fees) with discretionary portfolio management for most client relationships. Investment activity shows a clear emphasis on liquid public markets — notably broad use of ETFs and mutual funds — while maintaining active access to third-party alternative managers for private markets and hedge strategies. The firm reports no active ESG focus and is not classified as a multi-state or newly formed adviser. Phoenix Wealth Advisors also provides pension consulting services and can advise on the selection of other advisers, indicating a hybrid advisory role that includes manager sourcing and oversight.