AMPLIUS WEALTH ADVISORS, LLC
Legal name: AMPLIUS WEALTH ADVISORS
CRD #312463 SEC #801-120341 BLUE BELL, PA 215-310-7770
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
12
Clients
10
Accounts
2,773
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Hansen, Alexander, William | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hansen, Alexander, William | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBMAN, MATTHEW, Daniel | I | CEO, CHIEF COMPLIANCE OFFICER | NA | |
| LIEBMAN, MATTHEW, Daniel | I | CEO, CHIEF COMPLIANCE OFFICER | NA | |
| LIEBMAN, MATTHEW, Daniel | I | CEO, CHIEF COMPLIANCE OFFICER | NA | |
| LIEBMAN, MATTHEW, Daniel | I | CEO, CHIEF COMPLIANCE OFFICER | NA | |
| LIEBMAN, MATTHEW, Daniel | I | CEO, CHIEF COMPLIANCE OFFICER | NA | |
| LIEBMAN, MATTHEW, Daniel | I | CEO, CHIEF COMPLIANCE OFFICER | NA | |
| LIEBMAN, MATTHEW, Daniel | I | CEO, CHIEF COMPLIANCE OFFICER | NA | |
| LIEBMAN, MATTHEW, Daniel | I | CEO, CHIEF COMPLIANCE OFFICER | NA | |
| LIEBMAN, MATTHEW, Daniel | I | CEO, CHIEF COMPLIANCE OFFICER | NA | |
| LIEBMAN, MATTHEW, Daniel | I | CEO, CHIEF COMPLIANCE OFFICER | NA | |
| LIEBMAN, MATTHEW, Daniel | I | CEO, CHIEF COMPLIANCE OFFICER | NA | |
| LIEBMAN, MATTHEW, Daniel | I | CEO, CHIEF COMPLIANCE OFFICER | NA | |
| LIEBMAN, MATTHEW, Daniel | I | CEO, CHIEF COMPLIANCE OFFICER | NA | |
| Liebman, Samuel, A | I | CHAIRMAN | NA | |
| Liebman, Samuel, A | I | CHAIRMAN | NA | |
| Liebman, Samuel, A | I | CHAIRMAN | NA | |
| Liebman, Samuel, A | I | CHAIRMAN | NA | |
| Liebman, Samuel, A | I | CHAIRMAN | NA | |
| Liebman, Samuel, A | I | CHAIRMAN | NA | |
| Liebman, Samuel, A | I | CHAIRMAN | NA | |
| Liebman, Samuel, A | I | CHAIRMAN | NA | |
| Liebman, Samuel, A | I | CHAIRMAN | NA | |
| Liebman, Samuel, A | I | CHAIRMAN | NA | |
| Liebman, Samuel, A | I | CHAIRMAN | NA | |
| Liebman, Samuel, A | I | CHAIRMAN | NA | |
| Liebman, Samuel, A | I | CHAIRMAN | NA | |
| Marks, Aaron, SHOSHON | I | CHIEF STRATEGY OFFICER | NA | |
| Marks, Aaron, SHOSHON | I | CHIEF STRATEGY OFFICER | NA | |
| Marks, Aaron, SHOSHON | I | CHIEF STRATEGY OFFICER | NA | |
| Marks, Aaron, SHOSHON | I | CHIEF STRATEGY OFFICER | NA | |
| Marks, Aaron, SHOSHON | I | CHIEF STRATEGY OFFICER | NA | |
| Marks, Aaron, SHOSHON | I | CHIEF STRATEGY OFFICER | NA | |
| Marks, Aaron, SHOSHON | I | CHIEF STRATEGY OFFICER | NA | |
| Marks, Aaron, SHOSHON | I | CHIEF STRATEGY OFFICER | NA | |
| Marks, Aaron, SHOSHON | I | CHIEF STRATEGY OFFICER | NA | |
| Marks, Aaron, SHOSHON | I | CHIEF STRATEGY OFFICER | NA | |
| Marks, Aaron, SHOSHON | I | CHIEF STRATEGY OFFICER | NA | |
| Marks, Aaron, SHOSHON | I | CHIEF STRATEGY OFFICER | NA | |
| Marks, Aaron, SHOSHON | I | CHIEF STRATEGY OFFICER | NA | |
| AMPLIUS HOLDINGS, LLC | DE | OWNER | E | Control |
| AMPLIUS HOLDINGS, LLC | DE | OWNER | E | Control |
| RIAKA HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| RIAKA HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| LIEBMAN FAMILY LLC | DE | OWNER | D | Control |
| LIEBMAN FAMILY LLC | DE | OWNER | D | Control |
| LIEBMAN FAMILY LLC | DE | OWNER | D | Control |
| LIEBMAN FAMILY LLC | DE | OWNER | D | Control |
| LIEBMAN FAMILY LLC | DE | OWNER | D | Control |
| LIEBMAN FAMILY LLC | DE | OWNER | D | Control |
| LIEBMAN FAMILY LLC | DE | OWNER | D | Control |
| LIEBMAN FAMILY LLC | DE | OWNER | D | Control |
| LIEBMAN FAMILY LLC | DE | OWNER | D | Control |
| LIEBMAN FAMILY LLC | DE | OWNER | D | Control |
| LIEBMAN FAMILY LLC | DE | OWNER | D | Control |
| LIEBMAN FAMILY LLC | DE | OWNER | D | Control |
| JEM PARTNER HOLDINGS LLC | DE | OWNER | C | Control |
| JEM PARTNER HOLDINGS LLC | DE | OWNER | C | Control |
| JEM PARTNER HOLDINGS LLC | DE | OWNER | C | Control |
| JEM PARTNER HOLDINGS LLC | DE | OWNER | C | Control |
| JEM PARTNER HOLDINGS LLC | DE | OWNER | C | Control |
| JEM PARTNER HOLDINGS LLC | DE | OWNER | C | Control |
| JEM PARTNER HOLDINGS LLC | DE | OWNER | C | Control |
| JEM PARTNER HOLDINGS LLC | DE | OWNER | C | Control |
| JEM PARTNER HOLDINGS LLC | DE | OWNER | C | Control |
| JEM PARTNER HOLDINGS LLC | DE | OWNER | C | Control |
| JEM PARTNER HOLDINGS LLC | DE | OWNER | C | Control |
| JEM PARTNER HOLDINGS LLC | DE | OWNER | C | Control |
| LIEBMAN, MATTHEW, D | I | FOUNDING PARTNER, CEO, CHIEF COMPLIANCE OFFICER | C | Control |
| LIEBMAN, MATTHEW, D | I | FOUNDING PARTNER, CEO, CHIEF COMPLIANCE OFFICER | C | Control |
| LIEBMAN, MATTHEW, D | I | FOUNDING PARTNER, CEO, CHIEF COMPLIANCE OFFICER | C | Control |
| LIEBMAN, MATTHEW, D | I | FOUNDING PARTNER, CEO, CHIEF COMPLIANCE OFFICER | C | Control |
| Liebman, Samuel, A | I | FOUNDING PARTNER, CHAIRMAN | C | Control |
| Liebman, Samuel, A | I | FOUNDING PARTNER, CHAIRMAN | C | Control |
| Liebman, Samuel, A | I | FOUNDING PARTNER, CHAIRMAN | C | Control |
| Liebman, Samuel, A | I | FOUNDING PARTNER, CHAIRMAN | C | Control |
| Marks, Aaron, SHOSHON | I | FOUNDING PARTNER | C | Control |
| Marks, Aaron, SHOSHON | I | FOUNDING PARTNER | C | Control |
| Marks, Aaron, SHOSHON | I | FOUNDING PARTNER | C | Control |
| Marks, Aaron, SHOSHON | I | FOUNDING PARTNER | C | Control |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | OWNER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | OWNER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | OWNER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | OWNER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | OWNER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Kupfer, Corey, NMN | I | RIAKA HOLDINGS, LLC | E | Control |
| Kupfer, Corey, NMN | I | RIAKA HOLDINGS, LLC | E | Control |
| Marks, Aaron, SHOSHON | I | JEM PARTNER HOLDINGS LLC | E | Control |
| Marks, Aaron, SHOSHON | I | JEM PARTNER HOLDINGS LLC | E | Control |
| Marks, Aaron, SHOSHON | I | JEM PARTNER HOLDINGS LLC | E | Control |
| Marks, Aaron, SHOSHON | I | JEM PARTNER HOLDINGS LLC | E | Control |
| Marks, Aaron, SHOSHON | I | JEM PARTNER HOLDINGS LLC | E | Control |
| Marks, Aaron, SHOSHON | I | JEM PARTNER HOLDINGS LLC | E | Control |
| Marks, Aaron, SHOSHON | I | JEM PARTNER HOLDINGS LLC | E | Control |
| Marks, Aaron, SHOSHON | I | JEM PARTNER HOLDINGS LLC | E | Control |
| Marks, Aaron, SHOSHON | I | JEM PARTNER HOLDINGS LLC | E | Control |
| Marks, Aaron, SHOSHON | I | JEM PARTNER HOLDINGS LLC | E | Control |
| Marks, Aaron, SHOSHON | I | JEM PARTNER HOLDINGS LLC | E | Control |
| LIEBMAN, MATTHEW, Daniel | I | LIEBMAN FAMILY LLC | D | Control |
| LIEBMAN, MATTHEW, Daniel | I | LIEBMAN FAMILY LLC | D | Control |
| LIEBMAN, MATTHEW, Daniel | I | LIEBMAN FAMILY LLC | D | Control |
| LIEBMAN, MATTHEW, Daniel | I | LIEBMAN FAMILY LLC | D | Control |
| LIEBMAN, MATTHEW, Daniel | I | LIEBMAN FAMILY LLC | D | Control |
| LIEBMAN, MATTHEW, Daniel | I | LIEBMAN FAMILY LLC | D | Control |
| LIEBMAN, MATTHEW, Daniel | I | LIEBMAN FAMILY LLC | D | Control |
| LIEBMAN, MATTHEW, Daniel | I | LIEBMAN FAMILY LLC | D | Control |
| LIEBMAN, MATTHEW, Daniel | I | LIEBMAN FAMILY LLC | D | Control |
| LIEBMAN, MATTHEW, Daniel | I | LIEBMAN FAMILY LLC | D | Control |
| LIEBMAN, MATTHEW, Daniel | I | LIEBMAN FAMILY LLC | D | Control |
| Liebman, Samuel, A | I | LIEBMAN FAMILY LLC | D | Control |
| Liebman, Samuel, A | I | LIEBMAN FAMILY LLC | D | Control |
| Liebman, Samuel, A | I | LIEBMAN FAMILY LLC | D | Control |
| Liebman, Samuel, A | I | LIEBMAN FAMILY LLC | D | Control |
| Liebman, Samuel, A | I | LIEBMAN FAMILY LLC | D | Control |
| Liebman, Samuel, A | I | LIEBMAN FAMILY LLC | D | Control |
| Liebman, Samuel, A | I | LIEBMAN FAMILY LLC | D | Control |
| Liebman, Samuel, A | I | LIEBMAN FAMILY LLC | D | Control |
| Liebman, Samuel, A | I | LIEBMAN FAMILY LLC | D | Control |
| Liebman, Samuel, A | I | LIEBMAN FAMILY LLC | D | Control |
| Liebman, Samuel, A | I | LIEBMAN FAMILY LLC | D | Control |
Registrations
Federal
IA
Jun 24, 2025 REGISTERED
Notice Filings (19)
AZ CA CO CT DC DE FL IL LA MA MD MI NC NJ NY OH PA TX VA
Address
1787 SENTRY PARKWAY WESTVEVA 16, SUITE 100
BLUE BELL, PA 19422
United States
Phone: 215-310-7770