RIA Intel›Advisers›Texas›AMPLIO WEALTH MANAGEMENT, INC.

AMPLIO WEALTH MANAGEMENT, INC.

Advisory

AUSTIN, TX

Data as of Mar 21, 2023 · Source: SEC Form ADV

Rank in TX
#1,960
of 2,813 advisers by AUM
Average account
$286K
across 110 accounts
AUM per adviser
$31M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 21, 2023.

Total AUM
$31M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$31M
Discretionary AUM$2M
Non-Discretionary AUM$30M
Discretionary %5.1%
Total Clients65
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

TORO BRAVO INVESTMENT ADVISORS, LLC
AMARILLO, TX
$31M
CROSS FINANCIAL STRATEGIES, LLC
$32M
CULLUM & BURKS SECURITIES, INC.
DALLAS, TX
$31M
+2.4% 1Y
EXPONENTIAL WEALTH MANAGEMENT, LLC
$32M
WESLEY OWEN BALES INVESTMENT ADVISORY SERVICES INC.
$32M
AA WEALTH STRATEGIES LLC
AUSTIN, TX
$31M

Get the full picture on AMPLIO WEALTH MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AMPLIO WEALTH MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans