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Building 2AMPHORA WEALTH MANAGEMENT, LLC

Map pinCHAPEL HILL, NC
Phone(919) 240-6111
NotebookSEC #801-125693
Total AUM
$196.2M
Employees
3
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 EUROPA DRIVE
SUITE 431
CHAPEL HILL
NC 27517
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
(919) 240-6111
Other Offices
1

ReceiptFinancials

Total AUM
$196.2M
Accounts
649
Discretionary
$195.2M
Accounts
642
Non-Discretionary
$1M
Accounts
7

ContactClients

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Individual Clients
27
AUM
$20.4M
HNW Individual Clients
76
AUM
$174.8M
Pension/Profit Sharing Plan Clients
1
AUM
$950.2K
Charitable Organization Clients
1
AUM
$26.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCPA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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