Amplius Wealth Advisors
Amplius Wealth Advisors (CRD# 312463) is a financial advisory firm headquartered in Blue Bell, PA. They manage $1,268,607,505 in 2,554 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,269MILLION
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Total Number of Accounts2,554ACCOUNTS
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Average Account Value$496,714
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, DE, FL, IL, LA, MA, MD, MI, NC, NJ, NY, OH, PA, TX, VA
Matthew Liebman (CRD# 3065206) is an Investment Advisor Representative working at Amplius Wealth Advisors in Blue Bell, PA and has over 15 years of experience in the finance industry.
Samuel Liebman (CRD# 309396) is an Investment Advisor Representative working at Amplius Wealth Advisors in Blue Bell, PA and has over 42 years of experience in the finance industry.
Aaron Marks (CRD# 5173567) is an Investment Advisor Representative working at Amplius Wealth Advisors in Blue Bell, PA and has over 12 years of experience in the finance industry.
Patrick Swift (CRD# 6550021) is an Investment Advisor Representative working at Amplius Wealth Advisors in Blue Bell, PA and has over 8 years of experience in the finance industry.
Jonathan Bass (CRD# 6946058) is an Investment Advisor Representative working at Amplius Wealth Advisors in Blue Bell, PA and has over 2 years of experience in the finance industry.