# Phoenix Wealth

Phoenix Wealth is a Bank / Wealth / Trust based in Birmingham, United Kingdom.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Birmingham, United Kingdom
- **Region:** Europe
- **Address:** Birmingham, United Kingdom
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** phoenixwealth.co.uk
- **LinkedIn:** https://www.linkedin.com/company/phoenix-wealth

## About

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.

## Related profiles

- [Phoenix Life](https://altss.com/profile/phoenix-life)
- [Phoenix Wealth Advisors](https://altss.com/profile/phoenix-wealth-advisors)

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Last updated: 2026-07-08T22:21:39.928Z

Canonical page: https://altss.com/profile/phoenix-wealth

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