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 organized as a limited liability company and registered with the SEC in 2021. The firm identifies as a capital allocator that serves individuals, families and some institutional clients. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and the selection/oversight of third‑party managers. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Firm filings also mark it as an active ESG investor; ownership is listed as a mix of a domestic entity and individual owners. Amplius has been recognized by Forbes among its RIA rankings in both 2023 and 2024.
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
Allyson Mangine
Wealth AdvisorCRD 6969281
Monica Lanzilotta
Director of Client ExperienceCRD 6573380
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 123Active vs passive
$1.3B in ETFs
46%
$582M
22%
$689M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AMPLIUS AGGRESSIVE ASSET ALLOCATION ETF (AAAA) | $277M | 9,090,785 | 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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