AMPHORA WEALTH MANAGEMENT, LLC

CRD 157968File 801-125693

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$196.2M

Below cohort median (national)

Discretionary AUM

$195.2M

Non-discretionary $1.0M

Clients

103

649 accounts

Employees

Below cohort median in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 19, 2022
Principal office: 100 EUROPA DRIVE, SUITE 431, CHAPEL HILL, NC, 27517
Phone: (919) 240-6111
Website: https://www.amphorawealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $196.2M
Discretionary AUM: $195.2M
Non-discretionary AUM: $1.0M
Discretionary accounts: 642
Non-discretionary accounts: 7
Total accounts: 649
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$26K
High net worth individuals	76	$174.8M
Pension and profit sharing plans	Fewer than 5	$950K
Individuals (other than high net worth individuals)	27	$20.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.