Firm profile

AMPLIUS WEALTH ADVISORS

BLUE BELL, PACRD 312463Latest ADV February 20, 2026

Amplius Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Blue Bell, PA. Its latest Form ADV filing, dated February 20, 2026, reports $1.7B in regulatory assets under management, 13 employees, and 2,847 accounts.

Assets Under Management
$1.7B
Employees
13
Offices
--
Total Clients
781
Primary office
BLUE BELL, PA
1787 SENTRY PARKWAY WEST, VEVA 16, SUITE 100, BLUE BELL, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMatthew D. Liebman
CCOMatthew D. Liebman

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 52.0% of total clients.
Top client categories% of clientsClients
1
HNWI
52.0%
406
2
Individuals
47.2%
369
3
Pension Plans
0.5%
4
4
Corporations
0.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.7Bas of February 20, 2026
Discretionary100.0%
$1.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.7B
Total Accounts2,847
10Y AUM Change+$1.7B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee60:1
10Y Employee Change+5 (+62.5%)

* 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.