$31.5M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
5 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Vector radialFoundation vector +more
- Established Date
- 08-21-2020
- Office Locations
- 1
Office Locations
1921 Lohmans Crossing Suite 100 Austin TX
About Amplio Wealth Management, Inc.
Amplio Wealth Management is an independent Austin-based wealth manager that pairs financial planning with a rigorous, disciplined approach to asset management. The firm emphasizes retirement income planning and a personalized, non-off-the-shelf client experience centered on client goals. Custody is through LPL Financial, and the firm points prospects to FINRA BrokerCheck for transparency.
Team overview
-- AVG AGE
$31.5M AVG AUM / ADVISOR
$484.4K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Element Zenith Timber Summit ridge Ember pioneer Ember Meridian Harbor optima Eagle horizon
Custodian
Momentum ridge Harbor unison Delta North Value
Investment Themes
Insight Focus Quantum momentum Legacy crest
Investment Vehicles
Horizon Optima
Services
Pioneer Meridian Element timber Pathway Atlas Horizon Frontier Atlas delta
Technology
Legacy Eagle Horizon atlas Element Glacier
Owner & Executives
R
ROBERT SCOTT BARLEY
Chief Compliance Officer, President
- CRD
- #4476883
- Ownership
- 75% or more
(228) 746-3795
meridian.matrix@foundationcapital.com
in linkedin.com/in/vital-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,611,488 | -- |
| Non-Discretionary | $29,874,211 | -- |
| Total | $31,485,699 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,485,699
Public Funds:
37.7% Equity - Exchange:
26.1% Cash:
36.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,878,147,190 | 37.7% |
| Equity - Exchange | $1,992,563,439 | 26.1% |
| Cash | $2,763,632,050 | 36.2% |
| Total | $7,634,342,679 | 100.0% |