AMPHORA WEALTH MANAGEMENT, LLC

Overview

Amphora Wealth Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm combines financial planning with discretionary portfolio management and consultative services such as pension consulting and selection of outside advisers, and it runs educational seminars and workshops. Fee arrangements are flexible—percentage of AUM alongside hourly and fixed-fee options—so the firm can serve both ongoing wealth management relationships and one-off planning or advisory engagements. Investment activity centers on public pooled vehicles and third‑party alternative managers. Amphora is not an active ESG investor and identifies as working with individual and family clients rather than institutional plans. The firm explicitly uses outside managers for alternatives and allocates to hedge funds, real estate strategies (including REITs), and digital currency exposure alongside more traditional mutual funds and corporate-debt positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices