Amplius Wealth Advisors, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 781
- Avg AUM / client
- $2.2M
- Accounts
- 2,847
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Investments (13F portfolio — 211 positions, $1,364,818,056)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust | AMPLIUS AGGRESSV | $276,768,945 | 9,090,785 | 20.3% | 15.9% |
| 2 | Putnam Etf Trust | FOCUSED LAR CAP | $103,837,811 | 2,038,034 | 7.61% | 5.96% |
| 3 | Columbia Etf Tr I | RESH ENHNC COR | $72,498,178 | 1,675,097 | 5.31% | 4.16% |
| 4 | Rbb Fd Inc | MOTLEY FOL ETF | $71,327,552 | 936,549 | 5.23% | 4.1% |
| 5 | John Hancock Exchange Traded | MULTIFACTOR MI | $51,412,129 | 685,861 | 3.77% | 2.95% |
| 6 | Ishares Tr | CORE S&P SCP ETF | $50,773,803 | 342,349 | 3.72% | 2.92% |
| 7 | Ishares Tr | GLOBAL 100 ETF | $41,784,908 | 305,892 | 3.06% | 2.4% |
| 8 | Goldman Sachs Etf Tr | ACES ULTRA SHR | $41,298,160 | 816,573 | 3.03% | 2.37% |
| 9 | Victory Portfolios Ii | SHORT TRM BD ETF | $40,026,902 | 790,733 | 2.93% | 2.3% |
| 10 | Columbia Etf Tr I | CORE BOND ETF | $39,895,974 | 1,330,753 | 2.92% | 2.29% |
| 11 | Invesco Qqq Tr | UNIT SER 1 | $38,627,153 | 52,454 | 2.83% | 2.22% |
| 12 | Capital Group International | SHS | $36,192,349 | 994,569 | 2.65% | 2.08% |
| 13 | American Centy Etf Tr | AVANTIS EMGMKT | $35,010,622 | 362,842 | 2.57% | 2.01% |
| 14 | Wisdomtree Tr | US QTLY DIV GRT | $29,615,713 | 309,723 | 2.17% | 1.7% |
| 15 | Ishares Tr | S&P 100 ETF | $27,104,973 | 74,084 | 1.99% | 1.56% |
| 16 | Ea Series Trust | ALPHA ARCH 1-3 | $26,678,499 | 227,846 | 1.95% | 1.53% |
| 17 | Chubb Limited | COM | $25,014,255 | 73,412 | 1.83% | 1.44% |
| 18 | J P Morgan Exchange Traded F | MUNICIPAL ETF | $23,836,529 | 470,566 | 1.75% | 1.37% |
| 19 | Ishares Tr | 0-5 YR TIPS ETF | $20,493,013 | 200,597 | 1.5% | 1.18% |
| 20 | Blackstone Inc | COM | $15,228,877 | 129,420 | 1.12% | 0.87% |
| 21 | Apple Inc | COM | $13,966,460 | 48,267 | 1.02% | 0.8% |
| 22 | Spdr Dow Jones Indl Average | UT SER 1 | $13,551,212 | 25,941 | 0.99% | 0.78% |
| 23 | Ishares Tr | MSCI ACWI ETF | $13,463,843 | 85,773 | 0.99% | 0.77% |
| 24 | Invesco Exch Traded Fd Tr Ii | S&P INTL MOMNT | $13,404,081 | 222,327 | 0.98% | 0.77% |
| 25 | Vaneck Etf Trust | BDC INCOME ETF | $13,087,655 | 1,033,780 | 0.96% | 0.75% |
Top 25 of 211 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 369 | $147M | 8.47% |
| High net worth individuals | 406 | $1.6B | 90.8% |
| Pension and profit sharing plans | 4 | $12.7M | 0.73% |
| Corporations and other businesses | 2 | $283K | 0.02% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Keystone Technologies, Llc 401(k) Plan Keystone Technologies, Llc | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Shoshon Marks | Chief Strategy Officer | Feb 2021 (6y) | ≈ 18.75% – 50% via Jem Partner Holdings Llc | |
| Matthew Daniel Liebman | Ceo, Chief Compliance Officer | CFA | Feb 2021 (6y) | ≈ 25% – 56.25% via Liebman Family Llc |
| Samuel Alan Liebman | Chairman | Feb 2021 (6y) | ≈ 25% – 56.25% via Liebman Family Llc | |
| Patrick Joseph Swift | Registered representative | CFP | Feb 2021 (5y) | |
| Philip Robert Matalucci | Registered representative | CFP | Apr 2022 (4y) | |
| Allyson Ann Mangine | Registered representative | CFP | Nov 2022 (4y) | |
| Michelle Franca Czarnecki | Registered representative | Nov 2022 (4y) | ||
| Monica Stefanie Lanzilotta | Registered representative | Nov 2022 (4y) | ||
| Sean Michael Green | Registered representative | Jul 2024 (2y) | ||
| Maria Nicole Kelly | Registered representative | CFP | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Liebman Family Llc | Owner | Feb 2021 | A | 50% – 75% |
| Jem Partner Holdings Llc | Owner | Feb 2021 | A | 25% – 50% |
| Dynasty Financial Partners, Llc | Owner | Jan 2023 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Aaron Shoshon Marks: 75% – 100% of Jem Partner Holdings Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Matthew Daniel Liebman: 50% – 75% of Liebman Family Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Samuel Alan Liebman: 50% – 75% of Liebman Family Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Keystone Technologies, Llc 401(k) Plan | Keystone Technologies, Llc | 269 | $8.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.7B (98% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗