RIA Intel›Advisers›Pennsylvania›AMPLIUS WEALTH ADVISORS, LLC

AMPLIUS WEALTH ADVISORS, LLC

Advisory

N·BLUE BELL, PA

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

Total AUM
$1.7B
1-Year AUM Growth
0.0%
3-Year CAGR
+10.6%
Employees
13
Assets Under Management
Total AUM$1.7B
Discretionary AUM$1.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients759
Team
Total Employees13
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record16
First FilingJan 15, 2021
Latest FilingFeb 20, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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