Where are Amplius Wealth Advisors employees located globally?

Amplius Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Amplius Wealth Advisors's team size changed over time?

Amplius Wealth Advisors's team has grown from approximately 12 to 13 employees based on available data.

Amplius Wealth Advisors Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Amplius Wealth Advisors is a registered independent advisory firm operating in the financial services sector. It focuses on helping executives, professionals, and multigenerational families navigate complex wealth decisions related to protection, sustainability, and transfer of assets. The firm serves high-net-worth individuals and families, offering guidance on how to structure and steward wealth across generations within a fiduciary framework.
Based in Blue Bell, Pennsylvania, Amplius Wealth Advisors positions itself as an independent advisor by working with clients to address long-term wealth management challenges. The company has a relatively small to mid-sized professional team and has engaged in diverse asset positions over time, reflecting a broad, client-centric approach to investment decisions within the broader financial services landscape.

Amplius Wealth Advisors Global Highlights

North America
16

United States Of America
16

Amplius Wealth Advisors's Leadership

S. L.
Founding Partner Chairman
Mobile Phone
Email
E. W.
Director
Mobile Phone
Email
J. B.
Associate Wealth Advisor
Mobile Phone
Email

Amplius Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Amplius Wealth Advisors

Name

Title

Contact Info

Location

Last Update

S. L.
Founding Partner Chairman
Mobile Phone
Email
Jun 25, 2026
E. W.
Director
Mobile Phone
Email
Oct 23, 2024
J. B.
Associate Wealth Advisor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Amplius Wealth Advisors known for?

Amplius Wealth Advisors was founded in 2021 operates in the Financial Services industry. Explore Amplius Wealth Advisors's company overview page for more information.

What is Amplius Wealth Advisors's most common email format?

Amplius Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Amplius Wealth Advisors email formats with LeadIQ.

How many employees does Amplius Wealth Advisors have currently?

Amplius Wealth Advisors has approximately 14 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Amplius Wealth Advisors's key employees and leadership?

As of July 2026, Amplius Wealth Advisors's key employees include:

Founding Partner Chairman: S. L.
Director: E. W.
Associate Wealth Advisor: J. B.

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Amplius Wealth Advisors Employee Directory

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