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AMPLIO WEALTH MANAGEMENT, INC.

CRD 309712

1921 LOHMANS CROSSING SUITE 100, AUSTIN, TX, 78734, United States

Phone

(512) 917-5066

Fax

(512) 716-8028

Registration

— (—)

Source

State registered

Total AUM

$31.5M

Discretionary AUM

$1.6M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2023-03-21

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	65	$31.4M

Official SEC filing: View on IAPD