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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2023
- Office Locations
- 1
Office Locations
About Amplify Financial, LLC
Amplify Financial, LLC is a Scottsdale-based RIA. The firm has been operating for 3 years. Managing $230.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Pershing.
Reported data analysis
What the numbers show
Between April 1, 2025 and July 8, 2026, reported AUM decreased 14.2%, from $268.8M to $230.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 1,601 clients, or 800.5 clients per representative. That equates to $144.1K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on July 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Amplify Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Aaron Brodt
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5017914
- Ownership
- Less than 5%
Heidi Maria Brodt
Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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CLAUDIU A. BARBOS
Director
- CRD
- #4032087
William Payton Bayuk
--
- CRD
- #6452377
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,715,554 | $154,428 |
| Non-Discretionary | $0 | -- |
| Total | $230,715,554 | $154,428 |
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Separately Managed Accounts
SMA allocation detail is available
Amplify Financial, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.