PW
Phosphorus Wealth Advisors Inc
SEC-registered
Investment Adviser
CRD 333707
· SEC file 802-131488
· New York, NY
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ADV data as of Jan 26, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
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- Accounts
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- Employees
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Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $343K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stellarpeak Asset Management | Private Equity Fund | Washington | $343K | 33 |
Private funds (1, $343K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stellarpeak Asset Management | Private Equity Fund | $343K | $5.0K | 33 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/26/2026 | 462 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 26, 2026.
View current Form ADV (SEC/IAPD) ↗