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PHOENIX WEALTH ADVISORS INC.

CHAPEL HILL, NC · CRD 118412 · IAPD ↗ · pfinx.com · 919-929-4448

$641.4MRegulatory AUM
7Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — PHOENIX WEALTH ADVISORS INC. crossed $500M in regulatory AUM ($488.4M -> $551.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
November 2024 — PHOENIX WEALTH ADVISORS INC. notice-filed in DC, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — PHOENIX WEALTH ADVISORS INC. notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.