PHOENIX WEALTH ADVISORS INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	North Carolina, United States

Employees

Total Number of Employees	10
Investment Advisory/Research	8
Registered Broker-Dealer Representatives	8
Registered State Investment Advisers	8
Licensed Agents of an Insurance Company	6
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,425	$474.0M
Non-Discretionary	9	$14.3M
Total	1,434	$488.4M

Clients

Type	Number	RAUM
Individuals	671	$93.8M
HNW Individuals	762	$391.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$2.7M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed feesTHIRD-PARTY ADVISER/MANAGER FEES

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	492.0M
Both for Same	0

Portfolio Manager to Program	Sponsor
AMBASSADOR	RAYMOND JAMES AND ASSOCIATES

Identifiers

SEC RIA File Number	801-60793
SEC ERA File Number	801-60793
SEC CIK Numbers	1842362
SEC CRD Numbers	118412
Legal Entity Identifier	None

Principal Office

100 EUROPA DRIVE
SUITE 390
CHAPEL HILL
NC
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic