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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 |
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