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Building 2AMPLIUS WEALTH ADVISORS

Map pinBLUE BELL, PA
Phone215-310-7770
NotebookSEC #801-120341
Total AUM
$1.7B
Employees
13
Clients
781

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1787 SENTRY PARKWAY WEST
VEVA 16, SUITE 100
BLUE BELL
PA 19422
United States
Operating Hours
9-5
Monday - Friday
Phone
215-310-7770

ReceiptFinancials

Total AUM
$1.7B
Accounts
2,847
Discretionary
$1.7B
Accounts
2,847
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
369
AUM
$147.5M
HNW Individual Clients
406
AUM
$1.6B
Pension/Profit Sharing Plan Clients
4
AUM
$12.7M
Corporation or Business Clients
2
AUM
$282.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLILLAMAMDMINCNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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