# Amplius Wealth Advisors

Amplius Wealth Advisors is a RIA based in Blue Bell, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Blue Bell, United States
- **Region:** North America
- **Founded:** 2021
- **Assets under management:** $1B (Altss estimate)
- **Website:** ampliuswealth.com
- **LinkedIn:** https://www.linkedin.com/company/amplius-wealth-advisors

## Regulatory record

- **CRD number:** 312463
- **SEC file number:** 801-120341
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312463

## About

Amplius Wealth Advisors was established in 2021 as a US wealth manager and registered investment advisor. The firm provides asset management, financial planning, and portfolio management services. It serves individuals, high-net-worth individuals, small businesses, charities, and pension plans across the United States. No specific asset-class allocations or named holdings appear in available records. The firm reports $1B in assets under management. No additional offices, team size, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded. Amplius functions as an independent RIA without disclosed ties to a parent bank or operating company.

## Questions

### Who runs investment decisions at Amplius Wealth Advisors?

No named principals or CIO appear in public records.

### Does Amplius Wealth Advisors participate in fund commitments or only direct deals?

Available information shows only advisory services with no fund or direct deal activity disclosed.

### What investment stages does Amplius Wealth Advisors typically target?

No stage preferences or strategy details are published.

## Related profiles

- [Alcazar Capital](https://altss.com/profile/alcazar-capital)
- [Armada Investment AG](https://altss.com/profile/armada-investment-ag)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/amplius-wealth-advisors

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