Amplio Wealth
Firm details
- Headquarters
- ,
- CRD number
- 331415
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.28%
- Individuals0.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Amplio Wealth is an independent, privately owned RIA that serves individual and family clients. The firm acts as a capital allocator in addition to offering traditional advisory services: financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Its fee schedule combines a percentage-of-AUM model with fixed fees. The firm is not positioned as an ESG-focused or multi-state adviser on the provided profile. It appears to operate as a small, specialized advisory practice rather than a national multi-office network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities40%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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