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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $151.3M | $150.2M | $1.1M | 3 | 94 |
| Mar 2025 | $151.3M | $150.2M | $1.1M | 3 | 94 |
| May 2024 | $122.6M | $121.4M | $1.2M | 3 | 2 |
| Mar 2024 | $122.6M | $121.4M | $1.2M | 3 | 2 |
| Mar 2023 | $106.1M | $105.7M | $378.8K | 3 | 0 |
| Apr 2022 | $103.7M | $102.5M | $1.3M | 3 | 2 |
DateMar 2025
Total AUM$151.3M
Discretionary$150.2M
Non-Disc.$1.1M
Employees3
Clients94
DateMar 2025
Total AUM$151.3M
Discretionary$150.2M
Non-Disc.$1.1M
Employees3
Clients94
DateMay 2024
Total AUM$122.6M
Discretionary$121.4M
Non-Disc.$1.2M
Employees3
Clients2
DateMar 2024
Total AUM$122.6M
Discretionary$121.4M
Non-Disc.$1.2M
Employees3
Clients2
DateMar 2023
Total AUM$106.1M
Discretionary$105.7M
Non-Disc.$378.8K
Employees3
Clients0
DateApr 2022
Total AUM$103.7M
Discretionary$102.5M
Non-Disc.$1.3M
Employees3
Clients2