AMPLIUS WEALTH ADVISORS, LLC
Doing business as AMPLIUS WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$1,741,153,923
Discretionary
$1,741,153,923
Non-discretionary
$0
Firm details
- CRD number
- 312463
- SEC file number
- 801-120341
- Main office
- BLUE BELL, PA, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.