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AMPLIUS WEALTH ADVISORS

AMPLIUS WEALTH ADVISORS, LLC

CRD 312463 · SEC 801-120341

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1787 SENTRY PARKWAY WEST, VEVA 16, SUITE 100, BLUE BELL, PA, 19422, United States

Phone

215-310-7770

Fax

215-770-8773

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.74B

Discretionary AUM

$1.74B

Team

13 total employees; 13 advisory reps; 9 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals369$147.5M
High net worth individuals406$1.58B
Pension/profit sharing plans4$12.7M
Corporations/business entities2$283K

States served

AZ, CA, CO, DE, IL, LA, MD, MA, MI, NJ, NY, NC, PA, SC, VA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD