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Amplius Wealth Advisors CRD 312463
$1.74B regulatory AUM 9 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-02-26 |
| TX | RA | APPROVED | 2021-02-26 |
Branch Locations
1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jenkintown | PA | 07/2008 | 02/2021 |
| Bank Of America, N.A. | Jenkintown | PA | 05/2011 | 02/2021 |
| Amplius Wealth Advisors, Llc | Blue Bell | PA | 02/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2021 | 08/2022 |
| Amplius Asset Management, Llc | Blue Bell | PA | 03/2025 | Present |
1) Independent Insurance Agent; Fixed/Traditional Insurance: Title - Agent; Start - 2/2021; 10 Hrs/Mth; 10 During Trading Hours; Sales of Fixed/Traditional Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-15 |
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