# AMPLIO WEALTH MANAGEMENT, INC.

AMPLIO WEALTH MANAGEMENT, INC. of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 309712
- Type: SEC-registered investment adviser
- Location: 1921 LOHMANS CROSSING SUITE 100, AUSTIN, TX, 78734
- Phone: (512) 917-5066
- Latest filing: 2023-03-21
- Regulatory AUM: $31.5M
- Discretionary AUM: $1.6M
- Non-discretionary AUM: $29.9M
- Clients: 1
- Accounts: 110

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309712/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309712/similar
- Related entities: https://search.stillhousedata.com/firm/309712/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309712

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.