| 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 |
Phoenix Wealth Advisors Inc. reports $551 million in regulatory assets under management on its Form ADV.
Phoenix Wealth Advisors Inc. reports 8 employees.
Phoenix Wealth Advisors Inc. is based in Chapel Hill, NC and has been SEC-registered since 2001.
Phoenix Wealth Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $530.9M |
| Non-discretionary | $20.1M |
| Total (RAUM) | $551M |