Amphora Wealth Management, LLC
● SEC registered since 2022CRD 157968SEC# 801-125693Chapel Hill, NC
Reg. AUM
$196.2M
Employees
3
Accounts
649
Location
Chapel Hill, NC
Amphora Wealth Management, LLC assets under management
Amphora Wealth Management, LLC is an SEC-registered investment adviser based in Chapel Hill, NC. The firm has been registered since 2022. It reports $196.2 million in regulatory assets under management and employs 3 people.
Amphora Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric John Sobocinski Control | Manager, Chief Compliance Officer, Member | Over 75% | 2011 |
Frequently asked questions
How much does Amphora Wealth Management, LLC manage?
Amphora Wealth Management, LLC reports $196.2 million in regulatory assets under management on its Form ADV.
How many employees does Amphora Wealth Management, LLC have?
Amphora Wealth Management, LLC reports 3 employees.
Where is Amphora Wealth Management, LLC located?
Amphora Wealth Management, LLC is based in Chapel Hill, NC and has been SEC-registered since 2022.
Does Amphora Wealth Management, LLC disclose fund performance?
Amphora Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Europa Drive, Suite 431, Chapel Hill, NC 27517 |
| Phone | (919) 240-6111 |
| Fax | (919) 867-5740 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$196.2M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$196.2Mregulatory AUM
Discretionary $195.2MNon-discretionary $1M