# AMPLIUS WEALTH ADVISORS, LLC

AMPLIUS WEALTH ADVISORS, LLC of BLUE BELL, PA is an SEC-registered investment adviser.

## Registration

- CRD: 312463
- Type: SEC-registered investment adviser
- SEC file number: 801-120341
- Location: 1787 SENTRY PARKWAY WEST, VEVA 16, SUITE 100, BLUE BELL, PA, 19422
- Phone: 215-310-7770
- Latest filing: 2026-07-14
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Clients: 13
- Accounts: 2,847

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (10)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312463/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312463/similar
- Related entities: https://search.stillhousedata.com/firm/312463/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312463

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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.