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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 on...
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 on a discretionary basis. It has 8 employees and 7 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2001
Location
Region
Europe
Country
United Kingdom
City
Birmingham
Corporate office
Birmingham, United Kingdom
Frequently asked questions
What is Phoenix Wealth?
Phoenix Wealth is a bank / wealth / trust headquartered in Birmingham, United Kingdom.
When was Phoenix Wealth founded?
Phoenix Wealth was founded in 2001.
Where is Phoenix Wealth headquartered?
Phoenix Wealth is headquartered in Birmingham, United Kingdom, in the Europe region.
What does Altss track for Phoenix Wealth?
Altss maintains an OSINT-verified profile of Phoenix Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Phoenix Wealth's website?
Phoenix Wealth's public website is phoenixwealth.co.uk. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Phoenix Wealth?
Phoenix Wealth is classified by Altss as a Bank / Wealth / Trust, operating from United Kingdom within the Europe region.
How does Altss source intelligence on Phoenix Wealth?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Phoenix Wealth's Altss profile last updated?
Phoenix Wealth's profile on Altss was last refreshed on July 8, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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