Amplius Wealth Advisors

Amplius Wealth Advisors (CRD# 312463) is a financial advisory firm headquartered in Blue Bell, PA. They manage $1,057,593,309 in 2,524 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,058
    MILLION
  • Total Number of Accounts
    2,524
    ACCOUNTS
  • Average Account Value
    $419,015
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)
  • Other
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.

AZ, CA, CO, CT, DC, DE, FL, IL, LA, MA, MD, MI, NC, NJ, NY, OH, PA, TX, VA

Financial Advisors at Amplius Wealth Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Matthew D. Liebman
CRD#: 3065206
930 Harvest Drive, Suite 250, Blue Bell, PA 19422

Matthew Liebman (CRD# 3065206) is an Investment Advisor Representative working at Amplius Wealth Advisors in Blue Bell, PA and has over 13 years of experience in the finance industry.

2
Samuel A. Liebman
CRD#: 309396
930 Harvest Drive, Suite 250, Blue Bell, PA 19422

Samuel Liebman (CRD# 309396) is an Investment Advisor Representative working at Amplius Wealth Advisors in Blue Bell, PA and has over 41 years of experience in the finance industry.

3
Aaron S. Marks
CRD#: 5173567
930 Harvest Drive, Suite 250, Blue Bell, PA 19422

Aaron Marks (CRD# 5173567) is an Investment Advisor Representative working at Amplius Wealth Advisors in Blue Bell, PA and has over 11 years of experience in the finance industry.

4
Patrick J. Swift
CRD#: 6550021
930 Harvest Drive, Suite 250, Blue Bell, PA 19422

Patrick Swift (CRD# 6550021) is an Investment Advisor Representative working at Amplius Wealth Advisors in Blue Bell, PA and has over 6 years of experience in the finance industry. Patrick Swift 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.

5
Jonathan W. Bass
CRD#: 6946058
930 Harvest Drive, Suite 250, Blue Bell, PA 19422

Jonathan Bass (CRD# 6946058) is an Investment Advisor Representative working at Amplius Wealth Advisors in Blue Bell, PA and has 1 year of experience in the finance industry.

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