Data / Investment advisers / Pennsylvania / Amplius Asset Management, LLC
Amplius Asset Management, LLC, Blue Bell, PA: $247 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Amplius Asset Management, LLC is an SEC registered investment adviser with its main office in Blue Bell, Pennsylvania and reports $247 million in regulatory assets under management in its Form ADV filed September 24, 2026. Its clients include investment companies. It is paid through a percentage of assets under management and other fees.
The request: Watch Amplius Asset Management, LLC (CRD number 334991): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 334991
- SEC file number
- 801-132157
- SEC status
- Approved, effective March 14, 2025
- Main office
- 1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422
- Phone
- (215) 310-7770
- Website
- ampliusetfs.com
- Regulatory AUM
- $247,303,106 in the Form ADV filed September 24, 2026
- Discretionary AUM
- $247,303,106
- Accounts
- 1
- Employees
- 12, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $247.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $247.3 million | March 19, 2026 |
| December 1, 2025 | Not listed | March 28, 2025 |
Other advisers in Blue Bell
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Amplius Wealth Advisors | Blue Bell | $1.74 billion | Not listed | adviserinfo.sec.gov |
| Blue Bell Private Wealth Management, LLC | Blue Bell | $1.12 billion | Not listed | adviserinfo.sec.gov |
| Northstar Asset Management Company, LLC | Blue Bell | $659.8 million | Not listed | adviserinfo.sec.gov |
| Borer Denton & Associates, Inc. | Blue Bell | $403 million | Not listed | adviserinfo.sec.gov |
| Coombs Wealth Advisory, LLC | Blue Bell | $139.6 million | Not listed | adviserinfo.sec.gov |
| IM Wealth Partners | Blue Bell | $123.9 million | Not listed | adviserinfo.sec.gov |
| Persimmon Capital Management | Blue Bell | $50.1 million | Not listed | adviserinfo.sec.gov |
| Capital Solutions | Blue Bell | Not listed | 16 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Blue Bell, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Amplius Asset Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.