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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-16-2021
- Office Locations
- 2
Office Locations
About Amplius Wealth Advisors
Amplius Wealth Advisors provides proactive investment management and holistic financial planning for corporate executives and high-net-worth families, covering retirement, education/cash flow, tax strategy, estate planning, and risk/insurance needs. The team emphasizes timely portfolio adjustments to manage market risks and stay aligned to long-term goals, and publishes market updates while hosting The Wealth Amplifier podcast.
Reported data analysis
What the numbers show
Between June 24, 2025 and July 14, 2026, reported AUM increased 13.5%, from $1.5B to $1.7B.
Across 5 reported observations, AUM increased 64.6% between August 4, 2022 and July 14, 2026, from $1.1B to $1.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 13 advisory representatives and 790 clients, or 60.8 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on July 14, 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
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
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- Services
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The full Amplius Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW Daniel LIEBMAN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #3065206
- Ownership
- Less than 5%
SAMUEL ALAN LIEBMAN
Chairman
- CRD
- #309396
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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MICHELLE FRANCA CZARNECKI
Director
- CRD
- #5351881
Sean Michael Green
Wealth Analyst
- CRD
- #7959281
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,741,153,923 | $611,575 |
| Non-Discretionary | $0 | -- |
| Total | $1,741,153,923 | $611,575 |
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Separately Managed Accounts
SMA allocation detail is available
Amplius Wealth Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Amplius Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.