CHAPEL HILL, NCCRD 157968Latest ADV March 30, 2026
Amphora Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chapel Hill, NC. Its latest Form ADV filing, dated March 30, 2026, reports $196M in regulatory assets under management, 3 employees, 1 office, and 649 accounts.
Assets Under Management
$196M
Employees
3
Offices
1 office
Total Clients
103
Primary office
CHAPEL HILL, NC
100 EUROPA DRIVE, SUITE 431, CHAPEL HILL, NC, United States
Top client segmentHNWI represent 73.8% of total clients.
Top client categories% of clientsClients
1
HNWI
73.8%
76
2
Individuals
26.2%
27
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$196Mas of March 30, 2026
Discretionary99.5%
$195M
99% of total RAUM99.5%
Non-discretionary0.5%
$1M
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$196M
Total Accounts649
10Y AUM Change+$92M (+89.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.