AMPHORA WEALTH MANAGEMENT, LLC

100 Europa Drive
Suite 431
Chapel Hill, North Carolina 27517
Tel: (919) 240-6111

About AMPHORA WEALTH MANAGEMENT, LLC

AMPHORA WEALTH MANAGEMENT, LLC, formally registered with the SEC as AMPHORA WEALTH MANAGEMENT, LLC. The firm was established in 05/19/2022. They have over 2 offices throughout the country.

AMPHORA WEALTH MANAGEMENT, LLC is a Chapel Hill, North Carolina based Financial Planning firm with nearly $122,565,184 assets under management, offering retirement planning & investment advisory services to 588 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157968
SEC#	801-125693
Assets Managed by Firm	$122,565,184
No. of Clients	588
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	588	$122,565,184
Individuals (other than high net worth individuals)	28	$18,693,836
High net worth individuals	57	$103,038,159
Pension and profit sharing plans	Fewer than 5 clients	$467,065
Charitable organizations	11	$364,706
Corporations or other businesses	Fewer than 5 clients	$1,418

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