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Amphora Wealth Management, LLC

● SEC registered since 2022CRD 157968SEC# 801-125693Chapel Hill, NC
Export (members)
Reg. AUM
$151.3M
Employees
3
Accounts
588
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 $151.3 million in regulatory assets under management and employs 3 people.
www.amphorawealth.comView on SEC.gov ↗

Amphora Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Eric John Sobocinski ControlManager, Chief Compliance Officer, MemberOver 75%2011

Frequently asked questions

How much does Amphora Wealth Management, LLC manage?

Amphora Wealth Management, LLC reports $151.3 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

Address100 Europa Drive, Suite 431, Chapel Hill, NC 27517
Phone(919) 240-6111
Fax(919) 867-5740
Office hours8:30 a.m. - 5:30 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$150.2M
Non-discretionary$1.1M
Total (RAUM)$151.3M