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| Phoenix Wealth Advisors Inc
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|---|---|
| CRD # | 118412 |
| SEC # | 801-60793 |
| CIK # | 0001842362 |
| AUM | 641.4 M (2026-02-17) |
| Employees | 8 (88% Investors, 88% Brokers) |
| Phone | 919-929-4448 |
| Address | 100 Europa Drive Chapel Hill, NC 27517 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001842362 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.8 | ||
| Microsoft Corp | 7.3 | ||
| Global MOFY Metaverse Ltd | 5.2 | ||
| Wal Mart Stores Inc | 4.5 | ||
| Eaton Corp Ltd | 4.2 | ||
| Broadcom Inc | 4.1 | ||
| Johnson & Johnson | 4.1 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Marathon Petroleum Corp | 3.6 | ||
| Analog Devices Inc | 3.0 | ||
| AbbVie Inc | 2.8 | ||
| CME Group Inc | 2.8 | ||
| Motorola Inc | 2.7 | ||
| Ace Ltd | 2.6 | ||
| Tyco International Ltd /Ber/ | 2.4 | ||
| Darden Restaurants Inc | 2.3 | ||
| Verizon Communications Inc | 2.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 993 | 197.0 |
| (b) Individuals (high net worth individuals) | 545 | 421.2 |
| (c) Banking or thrift institutions | 0 | 1.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 38 | 9.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 12.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,593 | 641.4 |
| By Discretionary | ||
| Discretionary | 1,577 | 609.7 |
| Non-Discretionary | 16 | 31.7 |
| Total | 1,593 | 641.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 641.4 | |
| Total | 1,593 | 641.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001842362] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Chapin Davis Inc
✚
|
MD | 642.8 M |
|
Abacus FCF Advisors LLC
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FL | 642.6 M |
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Hudson Capital Management LLC
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NJ | 642.6 M |
|
Arjuna Capital LLC
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MA | 642.4 M |
|
Shakespeare Wealth Management LLC
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WI | 641.9 M |
|
Single Point Partners LLC
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MA | 641.3 M |
|
Riverstone Advisors LLC
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|
640.9 M | |
|
MWA Financial Services Inc
✚
|
IL | 640.0 M |
|
Libra Wealth LLC
✚
|
CA | 639.8 M |
|
The Watchman Group Inc
✚
|
TX | 639.7 M |