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Amplio Wealth Management
Amplio Wealth Management is an SEC-registered RIA and multi-family office in San Francisco, providing holistic wealth management for high-net-worth...
Amplio Wealth Management
Amplio Wealth Management was established as an SEC-registered investment adviser based in San Francisco, though its founding year and principal names are not publicly detailed. The firm positions itself as an independent multi-family office, not a single-family office tied to a specific fortune. The firm's strategy centers on holistic wealth management for affluent families: asset allocation across public equities, fixed income, and alternative investments alongside tax planning, estate structuring, and philanthropic advisory. It does not appear to commit capital directly to private companies or real estate ventures. Team size, AUM, and deployment figures remain undisclosed. The firm has no additional offices publicly listed and no recorded recent hires or operational events in the public domain. The structural differentiator is compliance transparency: as an SEC-registered RIA, Amplio is subject to fiduciary duty and periodic SEC examination — a governance model that contrasts with unregistered family offices or pooled investment vehicles.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Francisco
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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