AdvisorOS Directory
Claim Profile
Unclaimed Profile
ML

Matthew Daniel Liebman

AMPLIUS WEALTH ADVISORS, LLC·BLUE BELL, Pennsylvania
Clean recordAMPLIUS WEALTH ADVISORS, LLC
1787 SENTRY PARKWAY WEST, BLUE BELL, PA 19422CRD# 3065206Firm CRD# 312463

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Daniel Liebman · BLUE BELL, PA
Registration
CRD #3065206 · AMPLIUS WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Daniel Liebman is a registered financial advisor based in BLUE BELL, Pennsylvania, affiliated with AMPLIUS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
AMPLIUS WEALTH ADVISORS, LLC
AMPLIUS WEALTH ADVISORS
AUM
$1.3B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at AMPLIUS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3065206
Firm CRD# 312463
View on FINRA BrokerCheck →

Looking for a financial advisor in BLUE BELL?

Browse all registered financial advisors in BLUE BELL, Pennsylvania or claim this profile if it's yours.

Browse BLUE BELL AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Matthew Daniel Liebman offer?
Matthew Daniel Liebman specializes in Financial Planning, Investment Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.
What are Matthew Daniel Liebman's credentials?
Matthew Daniel Liebman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Daniel Liebman located?
Matthew Daniel Liebman is based in BLUE BELL, Pennsylvania, working with AMPLIUS WEALTH ADVISORS, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.
How does Matthew Daniel Liebman charge for services?
Matthew Daniel Liebman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMPLIUS WEALTH ADVISORS, LLC?
AMPLIUS WEALTH ADVISORS, LLC has approximately 12 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at AMPLIUS WEALTH ADVISORS, LLC

Aaron Shoshon Marks
BLUE BELL, PA
Samuel A Liebman
BLUE BELL, PA

More Advisors in BLUE BELL, Pennsylvania

Lonnie A. Coombs
COOMBS WEALTH ADVISORY, LLC·BLUE BELL, PA
Amy Beth Armstrong
PERSIMMON CAPITAL MANAGEMENT LP·BLUE BELL, PA
Edward Joseph Carpoletti
MERIDIAN WEALTH PARTNERS, LLC·BLUE BELL, PA
Francis L Donato
CAPITAL SOLUTIONS, INC.·BLUE BELL, PA
Timothy Michael Melly
PERSIMMON CAPITAL MANAGEMENT LP·BLUE BELL, PA
Betty (nmi) Krupa
ALPHAHEDGE CAPITAL PARTNERS, LLC·BLUE BELL, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile