Amplius Wealth Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

312463

SEC number

801-120341

Firm type

RIA

Assets under management

$1.7B as of May 13, 2026

Website

www.facebook.com/Amplius-Wealth-Advisors-103325025154881 ↗

Phone

215-310-7770

Address

1787 Sentry Parkway West, Blue Bell, PA, 19422

Advisors at this firm

10 in our index · page 1 of 1

• Michelle Franca CzarneckiCRD 5351881 · Blue Bell, PA
  IA RegisteredRegistration inactive
• Sean Michael GreenCRD 7959281 · Blue Bell, PA
  IA Registered
• Maria Nicole KellyCRD 6665126 · Blue Bell, PA
  IA RegisteredRegistration inactive
• Monica Stefanie LanzilottaCRD 6573380 · Blue Bell, PA
  IA RegisteredRegistration inactive
• Matthew Daniel LiebmanCRD 3065206 · Blue Bell, PA
  IA RegisteredRegistration inactive
• Samuel Alan LiebmanCRD 309396 · Blue Bell, PA
  IA RegisteredRegistration inactive
• Allyson Ann MangineCRD 6969281 · Blue Bell, PA
  IA RegisteredRegistration inactive
• Philip Robert MatalucciCRD 7069674 · Blackwood, NJ
  IA RegisteredRegistration inactive
• Aaron Shoshon MarksCRD 5173567 · Blue Bell, PA
  IA RegisteredRegistration inactive
• Patrick Joseph SwiftCRD 6550021 · Blue Bell, PA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.