A complete list of active advisors currently associated with Amplius Wealth Advisors

Warmer can help you find a great advisor at Amplius Wealth Advisors or one who fits your needs even better.

Amplius Wealth Advisors serves individuals (including high‑net‑worth clients), small businesses, charities and retirement plans, and also supports institutional investment company clients through an affiliated asset manager. The team of ten advisors manages approximately $1.74 billion across roughly 775 client relationships and offers discretionary portfolio management, financial planning, and retirement‑plan advisory services. The firm typically implements client portfolios using its own model portfolios, third‑party money managers and sub‑advisers, and provides ERISA fiduciary services (including both 3(21) and 3(38) arrangements) for workplace plans. It also integrates fee‑based insurance solutions and uses external platforms and tools—most notably Dynasty’s TAMP for access to independent managers and Pontera to implement and rebalance held‑away accounts—while offering exposure to a wide range of investments from mutual funds and ETFs to structured products and digital assets. Amplius’s organizational and operational relationships are distinctive for a team firm: it is affiliated with Amplius Asset Management, LLC, which provides investment management to registered investment companies and an ETF, and it discloses a reciprocal non‑controlling minority interest with Dynasty Financial Partners. The brochure also details the firm’s use of Dynasty’s platform (with separately billed Platform Fees), participation in Dynasty referral programs, and a disclosed 0.25% payment to Pontera from the firm’s advisory fee—arrangements the firm notes and describes as conflicts it seeks to manage through disclosure and monitoring.

To learn more about the advisors currently working at Amplius Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.