AMPHORA WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$196,205,424
Discretionary
$195,182,066
Non-discretionary
$1,023,358
Firm details
- CRD number
- 157968
- SEC file number
- 801-125693
- Main office
- CHAPEL HILL, NC, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.amphorawealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.