Phoenix Wealth

Phoenix Wealth is an SEC-registered investment adviser in Chapel Hill, NC, registered since 2001. The firm manages $641 million in assets, with $610 million...

Overview

Phoenix Wealth is an SEC-registered investment adviser in Chapel Hill, NC, registered since 2001. The firm manages $641 million in assets, with $610 million on a discretionary basis. It has 8 employees and 7 investment advisers.

Website

phoenixwealth.co.uk

linkedin.com/company/phoenix-wealth

General information

Firm type

Bank / Wealth / Trust

Year founded

2001

Location

Region

Europe

Country

United Kingdom

City

Birmingham

Corporate office

Birmingham, United Kingdom

Profile maintained by Altss. Updated: Jul 8, 2026. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Previous asset managerPhoenix Life Next asset managerPhoenix Wealth Advisors

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