Amphora Wealth Management, LLC

Amphora Wealth Management, LLC (CRD# 157968) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $56,269,022 in 320 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $175,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Amphora Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Eric J. Sobocinski
CRD#: 4619747
100 Europa Drive, Suite 431, Chapel Hill, NC 27517
93
Wealthminder
score

Eric Sobocinski (CRD# 4619747) is an Investment Advisor Representative working at Amphora Wealth Management, LLC in Chapel Hill, NC and has over 14 years of experience in the finance industry.

2
Amyjo M. Waheed
CRD#: 6886322
100 Europa Drive, Suite 431, Chapel Hill, NC 27517
90
Wealthminder
score

Amyjo Waheed (CRD# 6886322) is an Investment Advisor Representative working at Amphora Wealth Management, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry. Amyjo Waheed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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