AMPHORA WEALTH MANAGEMENT, LLC
CRD #157968 SEC #801-125693 CHAPEL HILL, NC (919) 240-6111
SEC Registered
Total AUM
$151.3M
Discretionary
$150.2M
Employees
3
Clients
51
Accounts
588
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SOBOCINSKI, ERIC, JOHN | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| SOBOCINSKI, ERIC, JOHN | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| SOBOCINSKI, ERIC, JOHN | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| SOBOCINSKI, ERIC, JOHN | I | MANAGER, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| SOBOCINSKI, ERIC, JOHN | I | MANAGER, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| SOBOCINSKI, ERIC, JOHN | I | MANAGER, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| SOBOCINSKI, ERIC, JOHN | I | MANAGER, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (2)
NC PA
Address
100 EUROPA DRIVESUITE 431
CHAPEL HILL, NC 27517
United States
Phone: (919) 240-6111