RIA Intel›Advisers›Illinois›AMPLIO WEALTH LLC

AMPLIO WEALTH LLC

Advisory

IL

Data as of Aug 20, 2026 · Source: SEC Form ADV

Rank in IL

#1,327

of 1,719 advisers by AUM

Average account

$554K

across 55 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 20, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

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RETIRE WITH CONFIDENCE FOR LIFE, LLC

$30M

OAKWOOD WEALTH ADVISORS LTD.

$30M

CHANCELLOR FINANCIAL SERVICES, INC.

ORLAND PARK, IL

$31M

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