SourcingSourcing

AMPLIUS WEALTH ADVISORS, LLC

C24
CRD 312463·SEC 801-120341·BLUE BELL, PA
AUM
$1.74B
$1B+
Est. Revenue
$17.4M
@ 1% on AUM
Est. EBITDA
$5.2M
@ 30% margin
Est. Deal Value
$41.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AMPLIUS WEALTH ADVISORS, LLC
CRD
312463
SEC file #
801-120341
EIN
862302068
DBA names
Amplius Wealth Advisors

Economics

AUM
$1.74B
AUM band
$1B+
AUM trajectory
'22'26
$940.6M → $1.74B▲ +85%
Client mix
Individuals High Net Worth406
Individuals Other369
Pension Profit Sharing Plans4
Corporations2

Operations

Employees (total)
13
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'22'26
4 advisors → 13 advisors▲ +225%
Primary office
BLUE BELL PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
facebook.com/amplius-wealth-advisors-103325025154881(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AMPLIUS HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
AMPLIUS HOLDINGS, LLC
DYNASTY FINANCIAL PARTNERS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:amplius.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
23,917
Form 5500 Compensation Trajectory 3y
202523,917
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
23,917
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001900584
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-01-28
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0001900584-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
1787 SENTRY PARKWAY WESTVEVA 16, SUITE 100BLUE BELL, PA 19422
Business
1787 SENTRY PARKWAY WESTVEVA 16, SUITE 100BLUE BELL, PA 19422
Edgar EIN
862302068
Edgar Recent Filings
13F-HR2026-04-13 · 0001900584-26-000003
13F-HR2026-01-12 · 0001900584-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (10)

10
Liebman, Samuel, A
IAR · Executive Officer · 2.5%
309396
Marks, Aaron, SHOSHON
IAR · Executive Officer · 2.5%
5173567
LIEBMAN, MATTHEW, Daniel
IAR · Executive Officer · 2.5%
3065206
Sean Michael Green
IAR
7959281
ALLYSON ANN MANGINE
IAR
6969281
PATRICK JOSEPH SWIFT
IAR
6550021
PHILIP ROBERT MATALUCCI
IAR
7069674
MARIA NICOLE KELLY
IAR
6665126
MONICA Stefanie LANZILOTTA
IAR
6573380
MICHELLE FRANCA CZARNECKI
IAR
5351881