AMPLIUS WEALTH ADVISORS

Legal name: AMPLIUS WEALTH ADVISORS, LLC

CRD 312463File 801-120341

APPROVED

Retail clients

Custody

Filing as of Jul 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.74B

Top 25% of cohort (national)

Discretionary AUM

$1.74B

Clients

781

2,847 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Feb 16, 2021
Principal office: 1787 SENTRY PARKWAY WEST, VEVA 16, SUITE 100, BLUE BELL, PA, 19422
Phone: 215-310-7770
Website: https://www.facebook.com/Amplius-Wealth-Advisors-103325025154881/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.74B
Discretionary AUM: $1.74B
Non-discretionary AUM: $0
Discretionary accounts: 2,847
Non-discretionary accounts: 0
Total accounts: 2,847
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$283K
High net worth individuals	406	$1.58B
Pension and profit sharing plans	Fewer than 5	$12.7M
Individuals (other than high net worth individuals)	369	$147.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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.