Amplius Wealth Advisors
Firm details
- Headquarters
- Blue Bell, Pennsylvania
- CRD number
- 312463
- Registered since
- February 16, 2021
- Website
- ampliuswealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.78%
- Individuals8.47%
- Pension & Profit Sharing Plans0.73%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Amplius Wealth Advisors is an independent registered investment adviser that focuses on wealth management for individuals, families and some institutional clients. The firm is SEC-registered (registration year 2021) and describes itself as a capital allocator that offers financial planning, portfolio management for individuals and small businesses, and manager selection services. Fee arrangements include asset-based fees alongside hourly and flat-fee engagements. The firm also identifies as an active ESG investor and lists affiliation as an investment adviser. Amplius has received placement on Forbes’ Top RIA Firms lists in both 2023 and 2024, indicating external recognition for its advisory business.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds67%
- Exchange Traded Equities9%
- Other9%
- US Government Bonds6%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Aaron Marks
Chief Strategy OfficerCRD 5173567
Matthew Liebman
Founding Partner and CEOCRD 3065206
Contacts
3 of 9
Michelle Czarnecki
Director of Client OperationsCRD 5351881
Philip Matalucci
Wealth AdvisorCRD 7069674
Maria Kelly
Senior Wealth AdvisorCRD 6665126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$1.3B in ETFs
42%
$541M
24%
$744M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AMPLIUS AGGRESSIVE ASSET ALLOCATION ETF (AAAA) | $280M | 9,189,648 | 21.77% |
Location
Blue Bell, PA
Montgomery
Location
Blue Bell, PA
Headquartered in Blue Bell, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1787 Sentry Pkwy W
- Time zone
- ET (UTC-5)
- Office locations
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