Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001842362-25-000003
Filing Date
2025-05-14
Accepted
2025-05-14 14:46:35
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2060
2 pwa1q25.html INFORMATION TABLE  
2 pwa1q25.xml INFORMATION TABLE 66904
  Complete submission text file 0001842362-25-000003.txt   70180
Mailing Address 100 EUROPA DRIVE SUITE 390 CHAPEL HILL NC 27517
Business Address 100 EUROPA DRIVE SUITE 390 CHAPEL HILL NC 27517 919-929-4448
Phoenix Wealth Advisors (Filer) CIK: 0001842362 (see all company filings)

EIN.: 562130203 | State of Incorp.: NC | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20586 | Film No.: 25944645