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AMPLIFY FINANCIAL, LLC
CRD 325721File 801-128942
APPROVED
Retail clients
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$230.7M
Below cohort median (national)
Discretionary AUM
$230.7M
Clients
1,601
1,494 accounts
Employees
7
Below cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 20, 2023
- Principal office
- 8605 EAST RAINTREE DRIVE, SUITE 275, SCOTTSDALE, AZ, 85260
- Phone
- 602-562-7800
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $230.7M
- Discretionary AUM
- $230.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,494
- Non-discretionary accounts
- 0
- Total accounts
- 1,494
- AUM per client
- $144K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.8M |
| Charitable organizations | Fewer than 5 | $670K |
| High net worth individuals | 584 | $149.0M |
| Pension and profit sharing plans | Fewer than 5 | $900K |
| Individuals (other than high net worth individuals) | 1,017 | $77.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SUB-ADVISORY SERVICE
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This 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.