Amplio Wealth
Firm details
- Headquarters
- ,
- CRD number
- 331415
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.28%
- Individuals0.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Amplio Wealth is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm acts as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and selection of other advisers. Its client-fee arrangements include both percentage-of-AUM billing and fixed-fee engagements. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities40%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Contacts
1 of 1David Rosenblatt
OwnerCRD 7486587
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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