{
  "crd_number": 312463,
  "slug": "amplius-wealth-advisors-blue-bell-pa-312463",
  "primary_business_name": "AMPLIUS WEALTH ADVISORS",
  "legal_name": "AMPLIUS WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Blue Bell",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-02-16",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-07-14",
  "carried_forward": false,
  "raum_total": 1741153923.0,
  "raum_discretionary": 1741153923.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 13,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 147481864.0,
      "count": 369
    },
    "pension_profit_sharing": {
      "raum": 12693442.0,
      "count": 4,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1580695742.0,
      "count": 406
    },
    "corporations_other_businesses": {
      "raum": 282875.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "IL",
    "LA",
    "MA",
    "MD",
    "MI",
    "NC",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://ampliuswealth.com",
    "https://facebook.com/Amplius-Wealth-Advisors-103325025154881",
    "https://linkedin.com/company/amplius-wealth-advisors",
    "https://twitter.com/AmpliusWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312463",
  "city_as_filed": "BLUE BELL",
  "url": "https://advisorcensus.com/firm/amplius-wealth-advisors-blue-bell-pa-312463",
  "display_name": "Amplius Wealth Advisors",
  "summary": "Amplius Wealth Advisors is an SEC-registered investment advisory firm in Blue Bell, PA, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 14, 2026.",
  "citation": "AdvisorCensus. Amplius Wealth Advisors (CRD 312463): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Amplius Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Amplius Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Amplius Wealth Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated July 14, 2026 states: Hourly rate: $200 to $750 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Amplius Wealth Advisors located?",
      "a": "Amplius Wealth Advisors' principal office is in Blue Bell, PA, according to its Form ADV."
    },
    {
      "q": "Is Amplius Wealth Advisors registered with the SEC or a state?",
      "a": "Amplius Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312463."
    },
    {
      "q": "How much does Amplius Wealth Advisors manage?",
      "a": "Amplius Wealth Advisors reports $1,741,153,923 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Amplius Wealth Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Amplius Wealth Advisors: Regulatory assets under management: $940,610,145 in the October 2021 data and $1,741,153,923 in the October 2026 data, up 85%. Total employees: 8 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Amplius Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (406); individuals (other than high net worth individuals) (369); pension and profit sharing plans (but not the plan participants or government pension plans) (4)."
    },
    {
      "q": "Which custodians does Amplius Wealth Advisors use?",
      "a": "Amplius Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Amplius Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312463"
    },
    {
      "q": "What changed in Amplius Wealth Advisors' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 8 to 13. Regulatory assets under management went from $1,534,608,463 to $1,741,153,923 (+13%). Registered or notice-filed in AZ, CO, SC. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 940610145.0,
      "total_employees": 8,
      "filing_date": "2021-09-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1057593309.0,
      "total_employees": 9,
      "filing_date": "2022-08-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1013510117.0,
      "total_employees": 11,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1268607505.0,
      "total_employees": 12,
      "filing_date": "2024-02-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1534608463.0,
      "total_employees": 12,
      "filing_date": "2025-06-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1741153923.0,
      "total_employees": 13,
      "filing_date": "2026-07-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 13.",
        "Regulatory assets under management went from $1,534,608,463 to $1,741,153,923 (+13%).",
        "Registered or notice-filed in AZ, CO, SC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 14, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 to $750 an hour (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $750 an hour (financial planning and consulting services)"
        ],
        "quotes": [
          "We charge flat fees ranging from $5,000 to $50,000 or hourly fees ranging from $200 - $750 per hour for financial planning and consulting services, which are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 750.0,
          "period": "hour",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "We charge flat fees ranging from $5,000 to $50,000 or hourly fees ranging from $200 - $750 per hour for financial planning and consulting services, which are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/amplius-wealth-advisors-blue-bell-pa-312463.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 369,
      "fewer_than_5": false,
      "raum": 147481864.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 406,
      "fewer_than_5": false,
      "raum": 1580695742.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 12693442.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 282875.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312463",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}