AMPLIUS WEALTH ADVISORS
Latest filing: Mar 03, 2025 (135 days ago)
AUM
$1,534,608,463
21% change vs. 1 year ago
45% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
12
0% change vs. 1 year ago
33% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BLUE BELL, PA
1787 SENTRY PARKWAY WEST, BLUE BELL, PA, UNITED STATES, 19422
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.5 |
| Non-Discretionary | $0.0 |
| Total | $1.5 |
| Client | AUM |
|---|---|
| Retail | $1.5 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 363 | $0.2 |
| Average Individual AUM | $534,780 | |
| HNW | 388 | $1.3 |
| Average HNW AUM | $3,419,888 | |
| Retail Total | 751 | $1.5 |
| Average Retail AUM | $2,025,355 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $1.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.5 |
| Retail SMA AUM | $1.5 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 9% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 10% | $0.2 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 62% | $1.0 |
| Other Pools | 1% | $0.0 |
| Cash | 6% | $0.1 |
| Other | 9% | $0.1 |
| Total | 100% | $1.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
10 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHELLE CZARNECKI | BLUE BELL | PA | S66|2013-11-05 | ||||||
| JONATHAN BASS | BLUE BELL | PA | S65|2021-12-11 | ||||||
| ELIZABETH WHITTAKER | BLUE BELL | PA | S63|1994-02-14|S65|1998-01-09 | ||||||
| PHILIP MATALUCCI | BLUE BELL | PA | S66|2020-02-03 | ||||||
| MATTHEW LIEBMAN | BLUE BELL | PA | S66|2008-10-15 | CHARTERED FINANCIAL ANALYST | |||||
| PATRICK SWIFT | BLUE BELL | PA | S63|2015-12-12|S65|2016-06-18 | CERTIFIED FINANCIAL PLANNER | |||||
| MONICA LANZILOTTA | BLUE BELL | PA | S66|2016-10-06 | ||||||
| ALLYSON MANGINE | BLUE BELL | PA | S66|2021-05-24 | CERTIFIED FINANCIAL PLANNER | |||||
| SAMUEL LIEBMAN | BLUE BELL | PA | S63|1981-05-08 | ||||||
| AARON MARKS | BLUE BELL | PA | S66|2011-06-02 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.5 | $0.0 | 0% | 12 | 0 | 0% |
| 2025-04-21 | $1.5 | $0.0 | 0% | 12 | 0 | 0% |
| 2024-04-02 | $1.3 | $0.3 | 21% | 12 | 0 | 0% |
| 2023-04-04 | $1.0 | $0.5 | 51% | 11 | 1 | 9% |
| 2022-04-01 | $1.1 | $0.5 | 45% | 9 | 3 | 33% |
| 2021-04-05 | $0.0 | $0.0 | 0% | 8 | 4 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, CA-02/26/2021, CT-02/26/2021, DE-02/26/2021, FL-02/26/2021, IL-10/25/2021, LA-09/02/2021, MA-02/26/2021, MD-02/26/2021, MI-02/26/2021, NC-02/26/2021, NJ-03/10/2021, NY-02/26/2021, PA-02/26/2021, TX-02/26/2021, VA-02/26/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV