AMPLIUS WEALTH ADVISORS, LLC

AMPLIUS WEALTH ADVISORS
BLUE BELL, Pennsylvania·3 registered advisors·CRD# 312463
SEC# 801-1203410215-310-7770
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AMPLIUS WEALTH ADVISORS, LLC

3 registered advisors
Aaron Shoshon Marks
BLUE BELL, Pennsylvania
Matthew Daniel Liebman
BLUE BELL, Pennsylvania
Samuel A Liebman
BLUE BELL, Pennsylvania
05

Office Locations

BLUE BELL, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. AMPLIUS WEALTH ADVISORS, LLC (CRD# 312463) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.