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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 $1,013,510,117 assets under management, offering retirement planning & investment advisory services to 2234 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 312463 |
| SEC# | 801-120341 |
| Assets Managed by Firm | $1,013,510,117 |
| No. of Clients | 2234 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2234 | $1,013,510,117 |
| Individuals (other than high net worth individuals) | 325 | $117,549,644 |
| High net worth individuals | 339 | $884,822,126 |
| Pension and profit sharing plans | 5 | $6,333,040 |
| Corporations or other businesses | 2 | $4,805,307 |
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|---|---|---|---|
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