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AMPLIUS WEALTH ADVISORS

BLUE BELL, PA · CRD 312463 · IAPD ↗ · 215-310-7770

$1.74BRegulatory AUM
13Advisory reps
13Employees
9Clients
1-10Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
March 2026 — AMPLIUS WEALTH ADVISORS notice-filed in AZ, CO, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
March 2026 — AMPLIUS WEALTH ADVISORS grew from 8 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
March 2024 — AMPLIUS WEALTH ADVISORS reported RAUM up 25% ($1.01B -> $1.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.