PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Samuel Alan Liebman

ChairmanAmplius Wealth Advisors, LLCCRD 309396

About Samuel Alan Liebman

Samuel Alan Liebman is listed as Chairman at Amplius Wealth Advisors, LLC in Blue Bell, PA. Form ADV reports a beneficial ownership band of Under 5%. Samuel Alan 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 Samuel Alan Liebman work?

Samuel Alan Liebman is listed as Chairman at Amplius Wealth Advisors, LLC on SEC Form ADV.

How much of Amplius Wealth Advisors, LLC does Samuel Alan Liebman own?

Form ADV reports a beneficial ownership band of Under 5%.

Amplius Wealth Advisors, LLC

TitleChairman
OwnershipUnder 5%
Control personNo
Since2021

Amplius Asset Management, LLC

TitleChairman
OwnershipUnder 5%
Control personYes
Since2025

Amplius Wealth Advisors, LLC

TitleMember
Ownership50-75%
Control personYes
Since2021

Amplius Asset Management, LLC

TitleMember
Ownership50-75%
Control personYes
Since2021