Amplio Wealth Management, Inc.

Amplio Wealth Management, Inc. (CRD# 309712) is a financial advisory firm headquartered in Austin, TX. They manage $31,485,699 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1921 Lohmans Crossing Suite 100, Austin, TX 78734
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $286,234
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Amplio Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert Barley, financial advisor Austin TX
Robert S. Barley
CRD#: 4476883
1921 Lohmans Crossing, Suite 100, Austin, TX 78734

Robert Barley (CRD# 4476883) is an Investment Advisor Representative working at Amplio Wealth Management, Inc. in Austin, TX and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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