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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 | 2026-07-20 |
| TX | RA | APPROVED | 2026-07-20 |
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 |
|---|---|---|---|---|
| Johns Hopkins University | Baltimore | MD | 08/2021 | 06/2025 |
| Johns Hopkins University | Baltimore | MD | 08/2024 | 12/2024 |
| William Penn Charter School | Philadelphia | PA | 09/2015 | 06/2021 |
| Franklin Group Financial Services/Equitable Advisors | Bala Cynwyd | PA | 08/2025 | 06/2026 |
| Amplius Wealth Advisors | Blue Bell | PA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-22 |
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