AMPLIUS WEALTH ADVISORS, LLC of BLUE BELL, PA is an SEC-registered investment adviser (CRD 312463). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Samuel A Liebman | CHAIRMAN; MEMBER | — |
| Matthew Daniel Liebman | CEO, CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Aaron Shoshon Marks | CHIEF STRATEGY OFFICER; MEMBER | — |
| LIEBMAN MATTHEW DANIEL | CEO, CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Kupfer Corey NMN | SOLE MEMBER | — |
| Hansen Alexander William | CHIEF COMPLIANCE OFFICER | — |
| Liebman Samuel A | CHAIRMAN; FOUNDING PARTNER, CHAIRMAN; MEMBER | — |
| LIEBMAN MATTHEW D | FOUNDING PARTNER, CEO, CHIEF COMPLIANCE OFFICER | — |
| Marks Aaron SHOSHON | CHIEF STRATEGY OFFICER; FOUNDING PARTNER; MEMBER | — |
| Samuel Alan Liebman | CHAIRMAN; MEMBER | — |