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Aaron Shoshon Marks

Chief Strategy OfficerAmplius Asset Management, LLCCRD 5173567

About Aaron Shoshon Marks

Aaron Shoshon Marks is listed as Chief Strategy Officer at Amplius Asset Management, 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 Asset Management, 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 Asset Management, LLC on SEC Form ADV.

How much of Amplius Asset Management, LLC does Aaron Shoshon Marks own?

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

Amplius Asset Management, LLC

TitleChief Strategy Officer
OwnershipUnder 5%
Control personYes
Since2025
View Amplius Asset Management, LLC →

Amplius Wealth Advisors, LLC

TitleChief Strategy Officer
OwnershipUnder 5%
Control personNo
Since2021
View Amplius Wealth Advisors, LLC →

Amplius Asset Management, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2021
View Amplius Asset Management, LLC →

Amplius Wealth Advisors, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2021
View Amplius Wealth Advisors, LLC →