PHOENIX WEALTH ADVISORS INC.
CRD #118412 SEC #801-60793 CHAPEL HILL, NC 919-929-4448
SEC Registered
Total AUM
$551M
Discretionary
$530.9M
Employees
8
Clients
251
Accounts
1,509
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $551M | $530.9M | $20.1M | 8 | 0 |
| Oct 2024 | $488.4M | $474M | $14.3M | 10 | 0 |
| Aug 2024 | $488.4M | $474M | $14.3M | 10 | 0 |
| Mar 2024 | $488.4M | $474M | $14.3M | 10 | 0 |
| Jan 2024 | $436.2M | $423.3M | $12.9M | 10 | 0 |
| Oct 2023 | $436.2M | $423.3M | $12.9M | 10 | 0 |
| Apr 2023 | $436.2M | $423.3M | $12.9M | 10 | 0 |
| Mar 2023 | $436.2M | $423.3M | $12.9M | 10 | 0 |
| Mar 2022 | $531M | $519M | $12M | 8 | 0 |
| Oct 2021 | $473M | $463M | $10M | 9 | 0 |
| Aug 2021 | $473M | $463M | $10M | 9 | 0 |
| Feb 2021 | $473M | $463M | $10M | 9 | 0 |
| Jun 2020 | $407M | $398M | $9M | 9 | 0 |
| May 2020 | $407M | $398M | $9M | 9 | 0 |
| May 2020 | $407M | $398M | $9M | 9 | 0 |
| Mar 2020 | $407M | $398M | $9M | 9 | 0 |
| Jul 2019 | $329M | $320M | $9M | 8 | 0 |
| Apr 2019 | $329M | $320M | $9M | 8 | 0 |
| Apr 2019 | $329M | $320M | $9M | 8 | 0 |
| Mar 2019 | $329M | $320M | $9M | 8 | 0 |
| Sep 2018 | $342M | $327M | $15M | 7 | 0 |
| Jun 2018 | $342M | $327M | $15M | 7 | 0 |
| May 2018 | $342M | $327M | $15M | 7 | 0 |
| May 2018 | $342M | $327M | $15M | 7 | 0 |
| Mar 2018 | $342M | $327M | $15M | 7 | 0 |
| Mar 2017 | $234.5M | $225.2M | $9.3M | 7 | 200 |
| Dec 2016 | $174.7M | $166M | $8.7M | 7 | 200 |
| Oct 2016 | $174.7M | $166M | $8.7M | 4 | 200 |
| Oct 2016 | $174.7M | $166M | $8.7M | 7 | 200 |
| May 2016 | $174.7M | $166M | $8.7M | 3 | 200 |
| Mar 2016 | $174.7M | $166M | $8.7M | 3 | 200 |
| Jul 2015 | $173.5M | $162.9M | $10.5M | 3 | 200 |
| Mar 2015 | $173.5M | $162.9M | $10.5M | 3 | 200 |
| Mar 2014 | $151.3M | $141.2M | $10.1M | 4 | 200 |
| Mar 2014 | $151.3M | $141.2M | $10.1M | 4 | 200 |
| Feb 2013 | $130.6M | $121.7M | $8.9M | 4 | 200 |
| Feb 2012 | $116.4M | $109M | $7.5M | 1 | 200 |
| Jan 2008 | $102M | $0 | $102M | 5 | -- |
| Feb 2007 | $70.8M | $0 | $70.8M | 5 | -- |
| Mar 2006 | $58.5M | $0 | $58.5M | 5 | -- |
| Feb 2006 | $58.5M | $0 | $58.5M | 5 | -- |
| Feb 2005 | $53.3M | $0 | $53.3M | 5 | -- |
DateMar 2025
Total AUM$551M
Discretionary$530.9M
Non-Disc.$20.1M
Employees8
Clients0
DateOct 2024
Total AUM$488.4M
Discretionary$474M
Non-Disc.$14.3M
Employees10
Clients0
DateAug 2024
Total AUM$488.4M
Discretionary$474M
Non-Disc.$14.3M
Employees10
Clients0
DateMar 2024
Total AUM$488.4M
Discretionary$474M
Non-Disc.$14.3M
Employees10
Clients0
DateJan 2024
Total AUM$436.2M
Discretionary$423.3M
Non-Disc.$12.9M
Employees10
Clients0
DateOct 2023
Total AUM$436.2M
Discretionary$423.3M
Non-Disc.$12.9M
Employees10
Clients0
DateApr 2023
Total AUM$436.2M
Discretionary$423.3M
Non-Disc.$12.9M
Employees10
Clients0
DateMar 2023
Total AUM$436.2M
Discretionary$423.3M
Non-Disc.$12.9M
Employees10
Clients0
DateMar 2022
Total AUM$531M
Discretionary$519M
Non-Disc.$12M
Employees8
Clients0
DateOct 2021
Total AUM$473M
Discretionary$463M
Non-Disc.$10M
Employees9
Clients0
DateAug 2021
Total AUM$473M
Discretionary$463M
Non-Disc.$10M
Employees9
Clients0
DateFeb 2021
Total AUM$473M
Discretionary$463M
Non-Disc.$10M
Employees9
Clients0
DateJun 2020
Total AUM$407M
Discretionary$398M
Non-Disc.$9M
Employees9
Clients0
DateMay 2020
Total AUM$407M
Discretionary$398M
Non-Disc.$9M
Employees9
Clients0
DateMay 2020
Total AUM$407M
Discretionary$398M
Non-Disc.$9M
Employees9
Clients0
DateMar 2020
Total AUM$407M
Discretionary$398M
Non-Disc.$9M
Employees9
Clients0
DateJul 2019
Total AUM$329M
Discretionary$320M
Non-Disc.$9M
Employees8
Clients0
DateApr 2019
Total AUM$329M
Discretionary$320M
Non-Disc.$9M
Employees8
Clients0
DateApr 2019
Total AUM$329M
Discretionary$320M
Non-Disc.$9M
Employees8
Clients0
DateMar 2019
Total AUM$329M
Discretionary$320M
Non-Disc.$9M
Employees8
Clients0
DateSep 2018
Total AUM$342M
Discretionary$327M
Non-Disc.$15M
Employees7
Clients0
DateJun 2018
Total AUM$342M
Discretionary$327M
Non-Disc.$15M
Employees7
Clients0
DateMay 2018
Total AUM$342M
Discretionary$327M
Non-Disc.$15M
Employees7
Clients0
DateMay 2018
Total AUM$342M
Discretionary$327M
Non-Disc.$15M
Employees7
Clients0
DateMar 2018
Total AUM$342M
Discretionary$327M
Non-Disc.$15M
Employees7
Clients0
DateMar 2017
Total AUM$234.5M
Discretionary$225.2M
Non-Disc.$9.3M
Employees7
Clients200
DateDec 2016
Total AUM$174.7M
Discretionary$166M
Non-Disc.$8.7M
Employees7
Clients200
DateOct 2016
Total AUM$174.7M
Discretionary$166M
Non-Disc.$8.7M
Employees4
Clients200
DateOct 2016
Total AUM$174.7M
Discretionary$166M
Non-Disc.$8.7M
Employees7
Clients200
DateMay 2016
Total AUM$174.7M
Discretionary$166M
Non-Disc.$8.7M
Employees3
Clients200
DateMar 2016
Total AUM$174.7M
Discretionary$166M
Non-Disc.$8.7M
Employees3
Clients200
DateJul 2015
Total AUM$173.5M
Discretionary$162.9M
Non-Disc.$10.5M
Employees3
Clients200
DateMar 2015
Total AUM$173.5M
Discretionary$162.9M
Non-Disc.$10.5M
Employees3
Clients200
DateMar 2014
Total AUM$151.3M
Discretionary$141.2M
Non-Disc.$10.1M
Employees4
Clients200
DateMar 2014
Total AUM$151.3M
Discretionary$141.2M
Non-Disc.$10.1M
Employees4
Clients200
DateFeb 2013
Total AUM$130.6M
Discretionary$121.7M
Non-Disc.$8.9M
Employees4
Clients200
DateFeb 2012
Total AUM$116.4M
Discretionary$109M
Non-Disc.$7.5M
Employees1
Clients200
DateJan 2008
Total AUM$102M
Discretionary$0
Non-Disc.$102M
Employees5
Clients--
DateFeb 2007
Total AUM$70.8M
Discretionary$0
Non-Disc.$70.8M
Employees5
Clients--
DateMar 2006
Total AUM$58.5M
Discretionary$0
Non-Disc.$58.5M
Employees5
Clients--
DateFeb 2006
Total AUM$58.5M
Discretionary$0
Non-Disc.$58.5M
Employees5
Clients--
DateFeb 2005
Total AUM$53.3M
Discretionary$0
Non-Disc.$53.3M
Employees5
Clients--