AMPLIUS WEALTH ADVISORS
Firm details
- Headquarters
- BLUE BELL, Pennsylvania
- CRD number
- 312463
- Registered since
- February 16, 2021
- Website
- ampliuswealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.78%
- Individuals8.47%
- Pension & Profit Sharing Plans0.73%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Amplius Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selects third-party advisers on clients’ behalf. Its client mix includes individual and family clients as well as institutional relationships. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Amplius identifies as an active ESG investor and appears to incorporate environmental, social, or governance considerations into its work. The firm has been recognized by Forbes among its lists of top RIA firms in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds67%
- Exchange Traded Equities9%
- Other9%
- US Government Bonds6%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2Aaron Marks
Chief Strategy OfficerCRD 5173567
MATTHEW LIEBMAN
Founding Partner and CEOCRD 3065206
Contacts
3 of 8MICHELLE CZARNECKI
Director of Client OperationsCRD 5351881
ALLYSON MANGINE
Wealth AdvisorCRD 6969281
MONICA LANZILOTTA
Director of Client ExperienceCRD 6573380
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$1.1B in ETFs
49%
$548M
22%
$580M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AMPLIUS AGGRESSIVE ASSET ALLOCATION ETF (AAAA) | $243M | 9,065,825 | 21.50% |
Location
BLUE BELL, PA
MONTGOMERY
Location
BLUE BELL, PA
Headquartered in BLUE BELL, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 1787 Sentry Pkwy W
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
RIABLUE BELL, PA
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
RIABLUE BELL, PA
BORER DENTON & ASSOCIATES, INC.
RIABLUE BELL, PA
PERSIMMON CAPITAL MANAGEMENT
RIABLUE BELL, PA
AMPLIUS ASSET MANAGEMENT, LLC
RIABLUE BELL, PA
COOMBS WEALTH ADVISORY, LLC
RIABLUE BELL, PA