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Amplius Wealth Advisors

EST. AUM
$1,741,153,923

CONTACTS
5

CLIENT ACCOUNTS
2,847

Firm Details

Metro area Philadelphia
CRD Number 312463
Website ampliuswealth.com
Client types

Overview

Amplius Wealth Advisors operates as a registered independent advisory firm situated in the Philadelphia region. The firm is overseen by a seasoned team of wealth managers who previously collaborated at a prominent industry entity, refining their proficiency in financial planning. As a member of the Dynasty Financial Partners network, Amplius gains access to a comprehensive suite of resources and services. This includes a wide spectrum of capital markets and investment banking functions, extensive investment research and consulting, state-of-the-art technology and proprietary analytical tools, and an online research center.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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