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| Amphora Wealth Management LLC
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| |
|---|---|
| CRD # | 157968 |
| SEC # | 801-125693 |
| CIK # | |
| AUM | $122.6 MM (2024-05-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 919-240-6111 |
| Address | 100 Europa Drive Chapel Hill, NC 27517 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 18.7 |
| (b) Individuals (high net worth individuals) | 57 | 103.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.5 |
| (h) Charitable organizations | 11 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 588 | 122.6 |
| By Discretionary | ||
| Discretionary | 576 | 121.4 |
| Non-Discretionary | 12 | 1.2 |
| Total | 588 | 122.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.6 | |
| Total | 588 | 122.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Barrett Wealth Connection LLC
✚
|
IL | 0.1 |
|
Sterling Financial Advisors LLC
✚
|
NE | 0.1 |
|
Vanderpol Investments LLC
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MI | 0.1 |
|
Integra Financial Inc
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|
CO | 0.1 |
|
Longview Wealth Management LLC
✚
|
MN | 0.1 |
|
Fortify Wealth Inc
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MO | 0.1 |
|
Crossover Capital Brands LLC
✚
|
PA | 0.1 |
|
Hahn Financial Group Inc
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|
SD | 0.1 |
|
Odyssey Capital Advisors Inc
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|
PA | 0.1 |
|
TFS Advisors LLC
✚
|
WA | 0.1 |