Matthew Daniel Liebman
Ceo, Chief Compliance OfficerAmplius Wealth Advisors, LLCCRD 3065206
About Matthew Daniel Liebman
Matthew Daniel Liebman is listed as Ceo, Chief Compliance Officer at Amplius Wealth Advisors, LLC in Blue Bell, PA. Form ADV reports a beneficial ownership band of Under 5%. Matthew Daniel Liebman 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 Matthew Daniel Liebman work?
Matthew Daniel Liebman is listed as Ceo, Chief Compliance Officer at Amplius Wealth Advisors, LLC on SEC Form ADV.
How much of Amplius Wealth Advisors, LLC does Matthew Daniel Liebman own?
Form ADV reports a beneficial ownership band of Under 5%.
Amplius Wealth Advisors, LLC
| Title | Ceo, Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2021 |
Amplius Asset Management, LLC
| Title | Ceo, Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Amplius Wealth Advisors, LLC
| Title | Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2021 |
Amplius Asset Management, LLC
| Title | Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2021 |