# PHOENIX WEALTH ADVISORS INC.

PHOENIX WEALTH ADVISORS INC. of CHAPEL HILL, NC is an SEC-registered investment adviser.

## Registration

- CRD: 118412
- Type: SEC-registered investment adviser
- SEC file number: 801-60793
- Location: 100 EUROPA DRIVE, SUITE 390, CHAPEL HILL, NC, 27517
- Phone: 919-929-4448
- Latest filing: 2026-07-02
- Regulatory AUM: $641.4M
- Discretionary AUM: $609.7M
- Non-discretionary AUM: $31.7M
- Clients: 8
- Accounts: 1,593

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Georgios Livanos | MANAGING PARTNER | — |
| Mark Joseph Rhoades | MANAGING PARTNER | — |
| Malcolm Richard Migel | CHIEF COMPLIANCE OFFICER | — |
| FARLEY WILLIAM WINFREE | CHIEF COMPLIANCE OFFICER AND PRESIDENT; PRESIDENT; PRESIDENT/CCO | — |
| LIVANOS GEORGIOS | MANAGING PARTNER | — |
| RHOADES MARK JOSEPH | MANAGING PARTNER | — |
| NETTESHEIM MICHELE SUZANNE | CCO | — |
| Migel Malcolm | CHIEF COMPLIANCE OFFICER | — |
| MIGEL MALCOLM RICHARD | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118412/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118412/similar
- Related entities: https://search.stillhousedata.com/firm/118412/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118412

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.