Phoenix Wealth Advisors Inc.
● SEC registered since 2001CRD 118412SEC# 801-60793Chapel Hill, NC
Reg. AUM
$641.4M
Employees
8
Accounts
1,593
Location
Chapel Hill, NC
Phoenix Wealth Advisors Inc. assets under management
Phoenix Wealth Advisors Inc. is an SEC-registered investment adviser based in Chapel Hill, NC. The firm has been registered since 2001. It reports $641.4 million in regulatory assets under management and employs 8 people.
Phoenix Wealth Advisors Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Georgios Livanos Control | Managing Partner | 50-75% | 2018 |
| Malcolm Richard Migel | Chief Compliance Officer | Under 5% | 2023 |
| Mark Joseph Rhoades Control | Managing Partner | 50-75% | 2018 |
Frequently asked questions
How much does Phoenix Wealth Advisors Inc. manage?
Phoenix Wealth Advisors Inc. reports $641.4 million in regulatory assets under management on its Form ADV.
How many employees does Phoenix Wealth Advisors Inc. have?
Phoenix Wealth Advisors Inc. reports 8 employees.
Where is Phoenix Wealth Advisors Inc. located?
Phoenix Wealth Advisors Inc. is based in Chapel Hill, NC and has been SEC-registered since 2001.
Does Phoenix Wealth Advisors Inc. disclose fund performance?
Phoenix Wealth Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Europa Drive, Suite 390, Chapel Hill, NC 27517 |
| Phone | 919-929-4448 |
| Fax | 919-968-1955 |
| Office hours | 9:00 a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1842362 |
| Discloses disciplinary history | No |
Regulatory AUM
$641.4M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$641.4Mregulatory AUM
Discretionary $609.7MNon-discretionary $31.7M