Amplius Wealth Advisors LLC

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Assets, Funds, Holdings

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Amplius Wealth Advisors LLC
CRD #312463
SEC #801-120341
CIK #0001900584
AUM $1.3 BB (2024-02-16)
Employees 12 (67% Investors, 0% Brokers)
Phone215-310-7770
Address1787 Sentry Parkway West
Blue Bell, PA 19422
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
1300104078052026002009201420192025
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 ($MM)
90072054036018002022202320242025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001900584]
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