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AMPHORA WEALTH MANAGEMENT, LLC
CRD 157968 · SEC 801-125693
100 EUROPA DRIVE, SUITE 431, CHAPEL HILL, NC, 27517, United States
Phone
(919) 240-6111
Fax
(919) 867-5740
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$196.2M
Discretionary AUM
$195.2M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $20.4M |
| High net worth individuals | 76 | $174.8M |
States served
NC, PA
All web addresses on file
Official SEC filing: View on IAPD