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The fee is billed in advance and is negotiable.","source":"AMPLIUS ADV 2A FIRM BROCHURE, filed 14 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Amplius Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Amplius Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Amplius Wealth Advisors invest in?","answer":"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). 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