| 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 |
Amplius Wealth Advisors, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Amplius Wealth Advisors, LLC reports 12 employees.
Amplius Wealth Advisors, LLC is based in Blue Bell, PA and has been SEC-registered since 2021.
Amplius Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1787 Sentry Parkway West, Veva 16, Suite 100, Blue Bell, PA 19422 |
| Phone | 215-310-7770 |
| Fax | 215-770-8773 |
| Office hours | 5-Sep |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1900584 |
| Discloses disciplinary history | No |
| Discretionary | $1.53B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.53B |