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| Happy Holidays!! thanks for using AUM13F!! |
| Amplius Wealth Advisors LLC
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| CRD # | 312463 |
| SEC # | 801-120341 |
| CIK # | 0001900584 |
| AUM | $1.5 B (2025-06-24) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 215-310-7770 |
| Address | 1787 Sentry Parkway West Blue Bell, PA 19422 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001900584 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ace Ltd | 24.1 | ||
| Blackstone Group LP | 19.2 | ||
| Blackstone Secured Lending Fund | 16.2 | ||
| Apple Inc | 12.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 363 | 194.1 |
| (b) Individuals (high net worth individuals) | 388 | 1,326.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.8 |
| (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 | 4 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,773 | 1,534.6 |
| By Discretionary | ||
| Discretionary | 2,773 | 1,534.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,773 | 1,534.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,534.6 | |
| Total | 2,773 | 1,534.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001900584] |
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