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Matthew Daniel Liebman

Ceo, CcoAmplius Asset Management, LLCCRD 3065206

About Matthew Daniel Liebman

Matthew Daniel Liebman is listed as Ceo, Cco at Amplius Asset Management, 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 Asset Management, 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, Cco at Amplius Asset Management, LLC on SEC Form ADV.

How much of Amplius Asset Management, LLC does Matthew Daniel Liebman own?

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

Amplius Asset Management, LLC

TitleCeo, Cco
OwnershipUnder 5%
Control personYes
Since2025
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Amplius Wealth Advisors, LLC

TitleCeo, Chief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2021
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Amplius Asset Management, LLC

TitleMember
Ownership50-75%
Control personYes
Since2021
View Amplius Asset Management, LLC →

Amplius Wealth Advisors, LLC

TitleMember
Ownership50-75%
Control personYes
Since2021
View Amplius Wealth Advisors, LLC →