AdvizorPro

Amplio Wealth

Amplio Wealth. CRD 331415

Amplio Wealth logo

CRD: 331415

Amplio Wealth

Chicago, IL
3122626690
$22.4M Total AUM
$22.4M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
1 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
BMO Harris ยท Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
08-06-2024
Office Locations
1

Office Locations

-- Chicago IL

About Amplio Wealth

Amplio Wealth is a boutique Chicago-based wealth manager serving individuals and institutional investors with holistic portfolio construction across traditional and alternative assets. The firm emphasizes tax-aware planning, asset location/account optimization, concentrated-position management, and options strategies to improve after-tax returns. Founded by Dave Rosenblatt, CFA, with prior global asset manager experience overseeing equities and long/short mandates; client assets are custodied at Charles Schwab.

Team overview

-- AVG AGE
$22.4M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

Premium access reveals conviction themes in pathway vector.
Full visibility includes strategy notes for crest vital.
Open the full profile to inspect shifts in wave pioneer.
See the complete signal summary connected to ridge.
See the complete signal summary connected to element summit.
Full visibility includes strategy notes for value pathway.
Upgrade to reveal position-level detail across beacon delta.
Unlock to see real insight on frontier quantum.

Asset Classes

Atlas Focus wave Pathway unison North vital Momentum prime Focus glacier Legacy Unison

Client Personas

Atlas ember

Custodian

Radial quantum Atlas

Investment Themes

Oak zenith Legacy oak Atlas zenith

Investment Vehicles

Element

Services

Delta ridge Bridge wave Vital North Zenith Eagle value Element Atlas Focus

Owner & Executives

D

David Rosenblatt

Chief Compliance Officer, Owner

CRD
#7486587
Ownership
75% or more
(254) 867-2255
quantum.momentum@deltacapital.com
in linkedin.com/in/delta-momentum

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $22,357,059 --
Non-Discretionary $0 --
Total $22,357,059 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $22,357,059

$22.4M Total SMA
Public Funds:
29.9%
Equity - Exchange:
31.6%
Cash:
30.5%
Municipal Bonds:
8.0%
Asset class Assets Assets %
Public Funds $2,661,541,854 29.9%
Equity - Exchange $2,812,866,976 31.6%
Cash $2,714,950,720 30.5%
Municipal Bonds $712,118,222 8.0%
Total $8,901,477,772 100.0%

Start a free trial and
prospect smarter