Overview
Assets Under Management: $1.5 billion
Headquarters: BLUE BELL, PA
High-Net-Worth Clients: 388
Average Client Assets: $3 million
Frequently Asked Questions
AMPLIUS WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312463), AMPLIUS WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
AMPLIUS WEALTH ADVISORS, LLC is headquartered in BLUE BELL, PA.
AMPLIUS WEALTH ADVISORS, LLC serves 388 high-net-worth clients according to their SEC filing dated June 24, 2025. View client details ↓
According to their SEC Form ADV, AMPLIUS WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
AMPLIUS WEALTH ADVISORS, LLC is ranked #184 by Forbes in 2025. Learn more about these rankings ↓
AMPLIUS WEALTH ADVISORS, LLC manages $1.5 billion in client assets according to their SEC filing dated June 24, 2025.
According to their SEC Form ADV, AMPLIUS WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 184
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 388
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,773
Discretionary Accounts: 2,773
Regulatory Filings
CRD Number: 312463
Filing ID: 1999700
Last Filing Date: 2025-06-24 15:30:00
Website: https://ampliuswealth.com