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| Happy Holidays!! thanks for using AUM13F!! |
| Phoenix Wealth Advisors Inc
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| CRD # | 118412 |
| SEC # | 801-60793 |
| CIK # | 0001842362 |
| AUM | $551.0 M (2025-03-26) |
| Employees | 8 (88% Investors, 88% Brokers) |
| Phone | 919-929-4448 |
| Address | 100 Europa Drive Chapel Hill, NC 27517 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001842362 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.7 | ||
| Apple Inc | 6.4 | ||
| Global MOFY Metaverse Ltd | 4.5 | ||
| Eaton Corp Ltd | 4.3 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Wal Mart Stores Inc | 3.7 | ||
| Broadcom Inc | 3.6 | ||
| Tyco International Ltd /Ber/ | 3.2 | ||
| Johnson & Johnson | 3.0 | ||
| Darden Restaurants Inc | 2.9 | ||
| Home Depot Inc | 2.9 | ||
| CME Group Inc | 2.9 | ||
| Motorola Inc | 2.7 | ||
| Marathon Petroleum Corp | 2.6 | ||
| Verizon Communications Inc | 2.6 | ||
| AbbVie Inc | 2.6 | ||
| Analog Devices Inc | 2.5 | ||
| Air Products & Chemicals Inc /DE/ | 2.5 | ||
| Ace Ltd | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,022 | 190.2 |
| (b) Individuals (high net worth individuals) | 445 | 344.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 33 | 7.3 |
| (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 | 9 | 8.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,509 | 551.0 |
| By Discretionary | ||
| Discretionary | 1,499 | 530.9 |
| Non-Discretionary | 10 | 20.1 |
| Total | 1,509 | 551.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 551.0 | |
| Total | 1,509 | 551.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001842362] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hamilton Wealth LLC
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|
CA | 0.6 |
|
WJ Interests LLC
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|
TX | 0.6 |
|
Autumn Glory Partners LLC
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|
TX | 0.6 |
|
Waterway Wealth Management LLC
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|
TX | 0.6 |
|
Portfolio Medics LLC
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|
FL | 0.6 |
|
Financial Strategies Group Inc
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|
MI | 0.6 |
|
Shankervalleau Wealth Advisors Inc
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|
IL | 0.5 |
|
Boston Standard Wealth Management LLC
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|
MA | 0.5 |
|
Timber Creek Capital Management LLC
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|
MA | 0.5 |
|
ZEGA Investments
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|
FL | 0.5 |