Aaron Shoshon Marks
Chief Strategy OfficerAmplius Wealth Advisors, LLCCRD 5173567
About Aaron Shoshon Marks
Aaron Shoshon Marks is listed as Chief Strategy Officer at Amplius Wealth Advisors, LLC in Blue Bell, PA. Form ADV reports a beneficial ownership band of Under 5%. Aaron Shoshon Marks is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Amplius Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Aaron Shoshon Marks work?
Aaron Shoshon Marks is listed as Chief Strategy Officer at Amplius Wealth Advisors, LLC on SEC Form ADV.
How much of Amplius Wealth Advisors, LLC does Aaron Shoshon Marks own?
Form ADV reports a beneficial ownership band of Under 5%.
Amplius Wealth Advisors, LLC
| Title | Chief Strategy Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2021 |
Amplius Asset Management, LLC
| Title | Chief Strategy Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Amplius Wealth Advisors, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |
Amplius Asset Management, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |