AMPLIUS WEALTH ADVISORS

1787 Sentry Parkway West
Veva 16, Suite 100
Blue Bell, Pennsylvania 19422
Tel: 215-310-7770

About AMPLIUS WEALTH ADVISORS

AMPLIUS WEALTH ADVISORS, formally registered with the SEC as AMPLIUS WEALTH ADVISORS. The firm was established in 02/16/2021. They have over 1 offices throughout the country.

AMPLIUS WEALTH ADVISORS is a Blue Bell, Pennsylvania based Financial Planning firm with nearly $1,534,608,463 assets under management, offering retirement planning & investment advisory services to 2773 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312463
SEC#	801-120341
Assets Managed by Firm	$1,534,608,463
No. of Clients	2773
No. of Advisors	12

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
Other (FINANCIAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2773	$1,534,608,463
Individuals (other than high net worth individuals)	363	$194,125,067
High net worth individuals	388	$1,326,916,493
Pension and profit sharing plans	3	$4,802,094
Corporations or other businesses	4	$8,595,606

More Retirement Planning firms in Blue Bell, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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