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Amplio Wealth Management
AMPLIO WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in AUSTIN, TX. The firm manages $31 million in regulatory assets, $2 million on a...
Amplio Wealth Management
AMPLIO WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in AUSTIN, TX. The firm manages $31 million in regulatory assets, $2 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Austin
Corporate office
San Francisco, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Amplio Wealth Management?
The firm has not publicly identified its investment committee or chief investment officer. As an RIA, investment decisions likely involve a team of advisors and portfolio managers operating under a fiduciary framework (per SEC ADV filings).
How does Amplio Wealth Management source proprietary deal flow?
Amplio appears to be a fee-based financial planning and asset-allocation firm rather than a direct deal originator. There is no public evidence of proprietary deal flow, venture capital, or private equity activity.
Is Amplio Wealth Management structured as a single family office or multi-family office?
Amplio operates as a multi-family office registered as an RIA, serving multiple unrelated families. This structure subjects it to SEC oversight and fiduciary duties under the Investment Advisers Act of 1940.
Does Amplio Wealth Management participate in fund commitments or only direct deals?
Based on its RIA registration and lack of venture activity, Amplio likely uses mutual funds, ETFs, separately managed accounts, and third-party alternative investment funds for portfolio construction rather than making direct investments.
What investment stages does Amplio Wealth Management typically target?
Amplio does not appear to target specific investment stages. Its focus is on multi-asset-class portfolio management and financial planning for high-net-worth clients, not stage-specific venture or growth equity.
Where does the underlying wealth served come from?
The source of wealth of the families served by Amplio is not publicly disclosed. The firm typically serves individuals with net worth exceeding $5 million, though exact thresholds are not confirmed.
Does Amplio Wealth Management maintain philanthropic structures?
Amplio offers philanthropic advisory services as part of its holistic wealth management offering, helping clients establish donor-advised funds, private foundations, or charitable trusts, though it does not appear to operate its own foundation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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