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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 10 clients, or 10 clients per representative. That equates to $3.0M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on August 20, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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 | $30,458,759 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,458,759 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Amplio Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.