Amplius Wealth Advisors, LLC
● SEC registered since 2021CRD 312463SEC# 801-120341Blue Bell, PA
Reg. AUM
$1.74B
Employees
13
Accounts
2,847
Location
Blue Bell, PA
Amplius Wealth Advisors, LLC assets under management
Amplius Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Blue Bell, PA. The firm has been registered since 2021. It reports $1.7 billion in regulatory assets under management and employs 13 people.
Amplius Wealth Advisors, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Shoshon Marks | Chief Strategy Officer | Under 5% | 2021 |
| Amplius Holdings, LLC Control | Owner | Over 75% | 2025 |
| Dynasty Financial Partners, LLC | Owner | 10-25% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Amplius Wealth Advisors, LLC manage?
Amplius Wealth Advisors, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Amplius Wealth Advisors, LLC have?
Amplius Wealth Advisors, LLC reports 13 employees.
Where is Amplius Wealth Advisors, LLC located?
Amplius Wealth Advisors, LLC is based in Blue Bell, PA and has been SEC-registered since 2021.
Does Amplius Wealth Advisors, LLC disclose fund performance?
Amplius Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1787 Sentry Parkway West, Veva 16, Suite 100, Blue Bell, PA 19422 |
| Phone | 215-310-7770 |
| Fax | 215-770-8773 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1900584 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.74B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.74Bregulatory AUM
Discretionary $1.74B