Amplio Wealth

Overview

Amplio Wealth is an independent registered investment adviser that acts as a capital allocator for a small group of individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals, small businesses and institutional clients, and it also performs selection-of-other-advisers work when clients require access to specialized managers. Fee arrangements combine percentage-of-assets and fixed-fee engagement models. Investment activity centers on blended portfolios that use public mutual funds and pooled vehicles for core equity and fixed‑income exposure, while selectively allocating to private-market and alternative strategies to enhance return potential and diversification. Amplio Wealth does not describe itself as an active ESG investor and it is not operating as a multi‑state adviser. Its structure and service set indicate a boutique adviser model that emphasizes bespoke asset allocation and third‑party manager selection for high‑net‑worth households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices