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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

PHOENIX INVESTMENT

PI WEALTH MANAGEMENT LLC, CRD 299731

SAN RAMON, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df413379-24b0-1637-46ef-aa411b0ccd1b

Data as of Jun 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jun 23, 2026 to Jun 23, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Phoenix Investment

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $66.4MItem 5.F on the latest filing (2026-06-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 91
Individual clients: 0
High net worth clients: 0
Custody, client assets: $0
CRD: 299731
Filings on the tape: 1
First filed: Jun 23, 2026
Latest filed: Jun 23, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WEI ZHAO	n/a	SAN RAMON, CA	7	18	n/a	no

Relationships

Registered with (1)

← WEI ZHAOAdvisorregistration: current employment
Sep 11, 2019 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df413379-24b0-1637-46ef-aa411b0ccd1b
First observed: Jun 23, 2026
Last observed: Jun 23, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PHOENIX INVESTMENT

PI WEALTH MANAGEMENT LLC, CRD 299731

SAN RAMON, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df413379-24b0-1637-46ef-aa411b0ccd1b

Data as of Jun 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WEI ZHAO

n/a

SAN RAMON, CA

n/a