# Amplius Wealth Advisors

> 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.

- CRD: 312463
- Filed as: AMPLIUS WEALTH ADVISORS
- Legal name: Amplius Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Blue Bell, PA
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312463
- AdvisorCensus page: https://advisorcensus.com/firm/amplius-wealth-advisors-blue-bell-pa-312463

## Quick answers

**How is Amplius Wealth Advisors compensated?**
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).

**How much does Amplius Wealth Advisors charge?**
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.

**Where is Amplius Wealth Advisors located?**
Amplius Wealth Advisors' principal office is in Blue Bell, PA, according to its Form ADV.

**Is Amplius Wealth Advisors registered with the SEC or a state?**
Amplius Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312463.

**How much does Amplius Wealth Advisors manage?**
Amplius Wealth Advisors reports $1,741,153,923 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).

**How have Amplius Wealth Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Amplius Wealth Advisors serve?**
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).

**Which custodians does Amplius Wealth Advisors use?**
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.

**Does Amplius Wealth Advisors report any disciplinary disclosures?**
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

**What changed in Amplius Wealth Advisors' recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 14, 2026)

- Hourly rate: $200 to $750 an hour (financial planning and consulting services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,741,153,923
- Discretionary: $1,741,153,923
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 369 | $147,481,864 |
| High net worth individuals | 406 | $1,580,695,742 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $12,693,442 |
| Corporations or other businesses not listed above | 2 | $282,875 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 13 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, DE, FL, IL, LA, MA, MD, MI, NC, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ampliuswealth.com
- Facebook @Amplius-Wealth-Advisors-103325025154881
- LinkedIn @amplius-wealth-advisors
- X @AmpliusWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $940,610,145 | 8 | September 2, 2021 |
| October 2022 | $1,057,593,309 | 9 | August 4, 2022 |
| October 2023 | $1,013,510,117 | 11 | March 22, 2023 |
| October 2024 | $1,268,607,505 | 12 | February 16, 2024 |
| October 2025 | $1,534,608,463 | 12 | June 24, 2025 |
| October 2026 | $1,741,153,923 | 13 | July 14, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Amplius Wealth Advisors (CRD 312463): Form ADV filing data as of October 2026.