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Amplius Wealth Advisors LLC
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CRD # | 312463 |
SEC # | 801-120341 |
CIK # | 0001900584 |
AUM | $1.3 BB (2024-02-16) |
Employees | 12 (67% Investors, 0% Brokers) |
Phone | 215-310-7770 |
Address | 1787 Sentry Parkway West Blue Bell, PA 19422 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
BXSL | 4,025.1 | 16.0 | |
BX | 69,051.8 | 15.8 | |
CB | 82,373.7 | 14.7 | |
AAPL | 2,382,844.0 | 12.4 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 346 | 150.9 |
(b) Individuals (high net worth individuals) | 367 | 1,109.8 |
(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 | 5 | 7.8 |
(h) Charitable organizations | 0 | 0.0 |
(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 | 1 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 2,554 | 1,268.6 |
By Discretionary | ||
Discretionary | 2,554 | 1,268.6 |
Non-Discretionary | 0 | 0.0 |
Total | 2,554 | 1,268.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,268.6 | |
Total | 2,554 | 1,268.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001900584] |
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