Amplius Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Amplius Wealth Advisors reports 781 clients. They include 406 high-net-worth individuals, 369 individual clients, and 4 pension and profit-sharing plans. Of its assets, 100.0% ($1.74B across 2,847 accounts) are managed with discretion. It advised 9 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 8% |
| High-net-worth individuals | 52% | 91% |
| Pension and profit-sharing plans | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 369 | $147M | 8.5% | $400K |
| High-net-worth individuals | 406 | $1.58B | 90.8% | $3.89M |
| Pension and profit-sharing plans | Fewer than 5 | $12.7M | 0.7% | $3.17M |
| Corporations and other businesses | Fewer than 5 | $283K | 0.0% | $141K |
| Total | 781 | $1.74B | 100% | — |
- Clients
- 369
- Regulatory AUM
- $147M
- AUM share
- 8.5%
- Avg. per client
- $400K
- Clients
- 406
- Regulatory AUM
- $1.58B
- AUM share
- 90.8%
- Avg. per client
- $3.89M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.7M
- AUM share
- 0.7%
- Avg. per client
- $3.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $283K
- AUM share
- 0.0%
- Avg. per client
- $141K
Total
- Clients
- 781
- Regulatory AUM
- $1.74B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 9
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Amplius Wealth Advisors charges up to 1.75% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Flat fees from $5,000 to $50,000, or hourly fees from $200 to $750 per hour, negotiable by the scope of the plan.
Amplius Holdings, LLC owns 75% or more of Amplius Wealth Advisors and is in turn owned by Liebman Family LLC (50–75%) and Jem Partner Holdings LLC (25–50%). The leadership team of Amplius Wealth Advisors includes Chief Compliance Officer Matthew Liebman. It has 13 employees.
Staff
- 13 employees
- 13 in advisory functions
- 10 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 75% or more of Amplius Wealth Advisors, LLC
Amplius Holdings, LLC
Control person · since February 2025
- Owns 50% to 75% of Amplius Holdings, LLC
Liebman Family LLC
Control person · since February 2025
- Owns 50% to 75% of Liebman Family LLC
Samuel Liebman
Control person · since February 2021
- Owns 50% to 75% of Liebman Family LLC
Matthew Liebman
Control person · since February 2021
- Owns 25% to 50% of Amplius Holdings, LLC
Jem Partner Holdings LLC
Control person · since February 2025
- Owns 75% or more of Jem Partner Holdings LLC
Aaron Marks
Control person · since February 2021
- Owns 10% to 25% of Amplius Wealth Advisors, LLC
Dynasty Financial Partners, LLC
since January 2023
Amplius Wealth Advisors’ regulatory assets grew 1.9× from $941M (June 2021) to $1.74B (July 2026); clients rose from 619 to 781 and employees from 8 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $1.74B | 781 | 13 | 1 |
| Jun 2025June 2025 | $1.53B | 759 | 12 | 1 |
| Feb 2024February 2024 | $1.27B | 719 | 12 | 1 |
| Mar 2023March 2023 | $1.01B | 671 | 11 | 1 |
| May 2022May 2022 | $1.06B | 596 | 9 | 3 |
| Jun 2021June 2021 | $941M | 619 | 8 | 1 |
Besides its headquarters, Amplius Wealth Advisors has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 1787 Sentry Parkway West, Veva 16, Suite 100, Blue BellHQ
Contact and registration details
- Legal name
- Amplius Wealth Advisors, LLC
- Headquarters
- 1787 Sentry Parkway West, Veva 16, Suite 100, Blue Bell, PA 19422
- Website
- ampliuswealth.com
- Phone
- 215-310-7770
- @amplius-wealth-advisors
- SEC file
- 801-120341
- Founded
- 2021
- Structure
- Delaware LLC
- Fiscal year end
- December
Amplius Wealth Advisors’ named custodian for separately managed accounts is Fidelity ($1.71B). Amplius Wealth Advisors has custody of $779M for 325 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.71B100%
At year end, Amplius Wealth Advisors’ separately managed accounts were mostly in funds (68%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.36B across 211 positions; the largest are EA Series Trust (20.3%), Putnam ETF Trust (7.6%) and Columbia ETF TR I (5.3%).
What the accounts hold
- Stocks9%
- Funds68%
- Registered funds67%
- Pooled vehicles1%
- Bonds8%
- U.S. government and agency bonds6%
- State and local bonds2%
- Cash5%
- Other9%
- Alternatives, structured notes9%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Amplius Wealth Advisors have?
Amplius Wealth Advisors has 781 clients and manages $1.74 billion for them, as of July 2026. They include 406 high-net-worth individuals, 369 individual clients, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 July 2026
What services does Amplius Wealth Advisors offer?
Amplius Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Amplius Wealth Advisors charge?
Amplius Wealth Advisors charges up to 1.75% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Which custodians does Amplius Wealth Advisors use?
Amplius Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.71B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 July 2026
How many financial advisors does Amplius Wealth Advisors have?
Amplius Wealth Advisors has 10 investment adviser representatives registered with state securities authorities, out of 13 employees, and 13 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Amplius Wealth Advisors invest in?
At the end of its last fiscal year, Amplius Wealth Advisors’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 9% other, 6% U.S. government and agency bonds, 5% cash and equivalents, 2% state and local bonds and 1% pooled vehicles (private funds and similar). The 9% other category is described as: Alternatives, Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Amplius Wealth Advisors?
Amplius Wealth Advisors is owned through a chain of holding companies by Samuel and Matthew Liebman and Aaron Marks. Its direct owners are Dynasty Financial Partners, LLC (10% to 25%) and Amplius Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 July 2026
How does Amplius Wealth Advisors get paid?
Amplius Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Amplius Wealth Advisors?
Amplius Wealth Advisors’ main office is at 1787 Sentry Parkway West, Veva 16, Suite 100, Blue Bell, PA 19422. Its phone number is 215-310-7770. Its website is ampliuswealth.com.