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- Custodian
- BMO Harris ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-06-2024
- Office Locations
- 1
Office Locations
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
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
David Rosenblatt
Chief Compliance Officer, Owner
- CRD
- #7486587
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,357,059 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,357,059 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,357,059
| 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% |