PHOENIX WEALTH ADVISORS INC.

CRD #118412 SEC #801-60793 CHAPEL HILL, NC 919-929-4448

SEC Registered

Total AUM

$551M

Discretionary

$530.9M

Employees

Clients

251

Accounts

1,509

Firm Details

Organization Type: Corporation
State of Formation: North Carolina
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 27, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
MIGEL, MALCOLM, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA
MIGEL, MALCOLM, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA
MIGEL, MALCOLM, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA
MIGEL, MALCOLM, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA
MIGEL, MALCOLM, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA
MIGEL, MALCOLM, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA
MIGEL, MALCOLM, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA
Migel, Malcolm	I	CHIEF COMPLIANCE OFFICER	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
NETTESHEIM, MICHELE, SUZANNE	I	CCO	NA
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	PRESIDENT/CCO	E	Control
FARLEY, WILLIAM, WINFREE	I	PRESIDENT/CCO	E	Control
FARLEY, WILLIAM, WINFREE	I	PRESIDENT/CCO	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
FARLEY, WILLIAM, WINFREE	I	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
LIVANOS, GEORGIOS	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control
RHOADES, MARK, JOSEPH	I	MANAGING PARTNER	D	Control

Registrations

Federal

Mar 27, 2025 REGISTERED

Notice Filings (15)

CA DC FL GA IL MD MN NC NH NY PA SC TX VA WA

Address

100 EUROPA DRIVE
SUITE 390
CHAPEL HILL, NC 27517
United States

Phone: 919-929-4448