Amplius Wealth Advisors, LLC
Amplius Wealth Advisors, LLC is an SEC-registered investment adviser headquartered in Blue Bell, Pennsylvania. Founded in 2021, the firm provides investment advisory and financial planning services primarily to individuals, including both high-net-worth and non-high-net-worth clients, as well as a limited number of institutions. With 12 employees, the majority being investors, the firm manages over $1.5 billion in assets. Amplius Wealth Advisors delivers personalized wealth management, discretionary portfolio management, and holistic financial planning solutions to clients across the U.S.
Investment Strategy
Amplius Wealth Advisors, LLC provides discretionary and non-discretionary investment management services. The firm manages portfolios primarily for individuals and families, allocating assets across equities, corporate debt securities, municipal bonds, mutual funds, ETFs, and, when appropriate, fee-based annuities. Investment accounts are monitored on an ongoing basis, with regular reviews to ensure alignment with clients' financial goals and risk tolerance. The firm may also select and oversee third-party asset managers as part of their service, and clients can place restrictions on their accounts. The advisory approach is holistic, blending financial planning with customized investment strategies tailored to each client's circumstances.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PVAL | PUTNAM ETF TRUST | 7.41% | $85.7M | 2,006,838 | $31.71 | $42.72 | +$7.1M |
R RECS | COLUMBIA ETF TR I | 5.58% | $64.5M | 1,599,668 | $29.91 | $40.35 | +$8.2M |
T TMFC | RBB FD INC | 5.50% | $63.6M | 902,184 | $49.81 | $70.53 | +$7.3M |
S STIP | ISHARES TR | 4.19% | $48.5M | 469,418 | $103.36 | $103.36 | +$48.2M |
J JHMM | JOHN HANCOCK EXCHANGE TRADED | 3.68% | $42.6M | 658,647 | $49.05 | $64.69 | +$4.2M |