$1.7B Total AUM
$1.7B Disc. AUM
19.2% 3Y CAGR
13 Employees
790 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- InsightZenith +more
- Established Date
- 02-16-2021
- Office Locations
- 2
Office Locations
1787 Sentry Parkway West Veva 16, Suite 100 Blue Bell PA
-- Blackwood NJ
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.
Team overview
36 AVG AGE
$133.9M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
4 yrs AVG TENURE
13 Employees
13 Advisory Reps
10 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Value alpha Timber catalyst Signal Matrix zenith Harbor Quantum bridge Summit summit Pathway Catalyst prime Ember
Client Personas
Crest Frontier meridian
CRM
Timber harbor
Custodian
Legacy North Focus signal Ember legacy Matrix Delta Momentum horizon Frontier value Insight Peak eagle Element Vertex foundation
Fund Managers
North catalyst
Investment Themes
Momentum Beacon harbor Alpha Alpha crest Fusion Matrix Legacy Beacon capital
Investment Vehicles
Unison Focus prime
Platform
Foundation Peak
Services
Value vital Signal Peak quantum Capital momentum North bridge Value Oak Value beacon Pioneer bridge Wave eagle Delta wave Ridge radial
Technology
Pathway foundation Legacy ember Glacier Oak signal
Owner & Executives
MATTHEW Daniel LIEBMAN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #3065206
- Ownership
- Less than 5%
(539) 701-9910
north.legacy@meridiancapital.com
in linkedin.com/in/optima-optima
SAMUEL ALAN LIEBMAN
Chairman
- CRD
- #309396
- Ownership
- Less than 5%
(882) 457-6832
optima.focus@harborcapital.com
in linkedin.com/in/signal-glacier
A
Alpha bridge
Element peak foundation
- CRD
- #45327
- Ownership
- 2.3%
(697) 928-4893
legacy.fusion@peakcapital.com
in linkedin.com/in/beacon-radial
Showing 2 of 3 owners & executives
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MICHELLE FRANCA CZARNECKI
Director
- CRD
- #5351881
(777) 798-6007
foundation.value@zenithcapital.com
in linkedin.com/in/focus-prime
Sean Michael Green
Wealth Analyst
- CRD
- #7959281
(861) 775-8139
signal.meridian@catalystcapital.com
in linkedin.com/in/momentum-unison
M
Momentum signal
Frontier eagle
- CRD
- #39509
(560) 739-6257
catalyst.prime@crestcapital.com
in linkedin.com/in/unison-vector
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $1,741,153,923
Public Funds:
14.0% Equity - Exchange:
6.4% Other:
21.2% U.S. Government/Agency:
16.9% Cash:
18.7% Municipal Bonds:
5.1% Private Funds:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $328,438,463 | 14.0% |
| Equity - Exchange | $150,143,297 | 6.4% |
| Other | $497,349,672 | 21.2% |
| U.S. Government/Agency | $396,472,144 | 16.9% |
| Cash | $438,699,946 | 18.7% |
| Municipal Bonds | $119,645,440 | 5.1% |
| Private Funds | $415,240,056 | 17.7% |
| Total | $2,345,989,018 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON FRONTIER NORTH | RADIAL RADIAL | 0Y14G8COI | NGUDZ | 8.70% | $70,965,646 |
| UNISON ALPHA UNISON | ELEMENT RIDGE | 0NACJSRT8 | RRF | 5.58% | $115,028,718 |
| MERIDIAN HORIZON | MOMENTUM HORIZON | NS8B3X5B6 | OQS | 4.53% | $48,395,726 |
| PIONEER HORIZON | EAGLE VALUE | 4AJLBLAXY | JLY | 9.00% | $7,700,242 |
| FOUNDATION HARBOR CATALYST | EMBER FRONTIER | HW58HBX7U | KBUK | 9.05% | $118,917,586 |
| FOCUS EMBER LEGACY | EAGLE MATRIX | 2YBIABM0A | CGFC | 11.69% | $102,758,523 |
| RIDGE RADIAL | BRIDGE PEAK | OLOYRII3M | NESTE | 2.64% | $95,256,793 |
| FRONTIER FUSION | DELTA VALUE | HC6EOOLJI | AWNLL | 11.47% | $7,526,577 |