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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.5B | $1.5B | $0 | 12 | 9 |
| Mar 2025 | $1.5B | $1.5B | $0 | 12 | 9 |
| Nov 2024 | $1.3B | $1.3B | $0 | 12 | 3 |
| Feb 2024 | $1.3B | $1.3B | $0 | 12 | 3 |
| Mar 2023 | $1B | $1B | $8.3M | 11 | 3 |
| Aug 2022 | $1.1B | $1B | $7.9M | 9 | 0 |
| May 2022 | $1.1B | $1B | $7.9M | 9 | 0 |
| Mar 2022 | $1.1B | $1B | $7.9M | 9 | 0 |
| Feb 2022 | $940.6M | $940.6M | $0 | 8 | 0 |
| Feb 2022 | $940.6M | $940.6M | $0 | 8 | 0 |
| Dec 2021 | $940.6M | $940.6M | $0 | 8 | 0 |
| Oct 2021 | $940.6M | $940.6M | $0 | 8 | 0 |
| Sep 2021 | $940.6M | $940.6M | $0 | 8 | 0 |
| Jun 2021 | $940.6M | $940.6M | $0 | 8 | 0 |
| Mar 2021 | $0 | $0 | $0 | 8 | 0 |
| Feb 2021 | $0 | $0 | $0 | 8 | 0 |
| Jan 2021 | $0 | $0 | $0 | 8 | 0 |
| Jan 2021 | $0 | $0 | $0 | 8 | 0 |
DateJun 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees12
Clients9
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees12
Clients9
DateNov 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients3
DateFeb 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients3
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$8.3M
Employees11
Clients3
DateAug 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$7.9M
Employees9
Clients0
DateMay 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$7.9M
Employees9
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$7.9M
Employees9
Clients0
DateFeb 2022
Total AUM$940.6M
Discretionary$940.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$940.6M
Discretionary$940.6M
Non-Disc.$0
Employees8
Clients0
DateDec 2021
Total AUM$940.6M
Discretionary$940.6M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$940.6M
Discretionary$940.6M
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$940.6M
Discretionary$940.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2021
Total AUM$940.6M
Discretionary$940.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0