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Amplius Wealth Advisors

Amplius Wealth Advisors Revenue

Financial ServicesFlag of USBlue Bell, Pennsylvania, United States11-20 Employees

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Amplius Wealth Advisors revenue & valuation

Annual revenue$1,112,215
Revenue per employee$86,000
Estimated valuation?$3,600,000
Total fundingNo funding

Key Contacts at Amplius Wealth Advisors

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Matthew Liebman

Founding Partner & Chief Executive Officer

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Libby Whittaker

Director | Relationship Manager

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Monica Lanzilotta

Director Of Client Experience

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Michelle Czarnecki

Director Of Client Operations

Company overview

Headquarters1787 Sentry Pkwy W, VEVA 16, Suite 100, Blue Bell, Pennsylvania 19422, US
Phone number+12153107770
Website
NAICS52
Keywords
Investments, Wealth Management, Insurance, Financial Planning, Investment Advisory Services, Advisor Coordination
Founded2021
Employees11-20
Socials

Amplius Wealth Advisors Email Formats

Amplius Wealth Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@ampliuswealth.com), used 100% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@ampliuswealth.com
100%

About Amplius Wealth Advisors

Amplius Wealth Advisors is a registered independent advisory firm, helping successful executives, professionals and multigenerational families, solve complex decisions on how to best protect, sustain, and transfer their wealth.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Director
Founder/Owner

Employees by Department

Amplius Wealth Advisors has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Amplius Wealth Advisors has never raised funding before.

Amplius Wealth Advisors Tech Stack

Discover the technologies and tools that power Amplius Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

ScrollMagic

ScrollMagic

JavaScript libraries

Swiper

Swiper

JavaScript libraries

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

PHP

PHP

Programming languages

Calendly

Calendly

Appointment scheduling

Frequently asked questions

Amplius Wealth Advisors is located in Blue Bell, Pennsylvania, US.
You can reach Amplius Wealth Advisors at +12153107770.
Amplius Wealth Advisors generates an estimated annual revenue of $1,112,215. This revenue figure reflects the company's market position and business performance in its industry.
Amplius Wealth Advisors has an estimated valuation of $3,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Amplius Wealth Advisors was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.
Amplius Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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