Amplius Wealth Advisors Information
Contact top employees from
Amplius Wealth Advisors
Summary
Amplius Wealth Advisors has been in the industry for 5 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 13. To connect with Amplius Wealth Advisors employee register on SignalHire.
Organization Website | ampliuswealth.com |
Phone Number | 215-310-7770 |
Industries | |
Headquarters Location | 1787 Sentry Pkwy W, Blue Bell, Pennsylvania, 19422 US |
Employees Size | 1-10 employees |
Specialties | Investments, Investment Advisory Services, Insurance, Advisor Coordination, Financial Planning, Wealth Management |
Founded | 2021 |
Estimated Website Traffic
The chart shows a growth in traffic to the ampliuswealth.com website. In November, traffic increased to 304, compared to 302 in the previous month. The highest traffic in 2025 was recorded in September, reaching 323 visits.
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Amplius Wealth Advisors shows a diverse range of experience levels:
17% have been with the company for less than 1 year50% for 1–2 years33% for 3–4 yearsContact top employees from
Amplius Wealth Advisors
Patrick Swift
Partner & President of Wealth Planning
Libby Whittaker
Director | Relationship Manager
Merritt Carew
Client Associate
Aaron Marks
Founding Partner & Chief Strategy Officer
Maria Kelly
Senior Wealth Advisor
Allyson Mangine
Wealth Advisor
Matthew Liebman
Founding Partner & Chief Executive Officer
Monica Lanzilotta
Director of Client Experience
Joanna Bellinzoni
Client Service Associate
Michelle Czarnecki
Director of Client Operations
Philip Matalucci
Wealth Advisor
Matthew Harris
Junior Analyst
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FAQ
Amplius Wealth Advisors operates in the Finance industries. More details can be found on the official website: ampliuswealth.com.
The headquarters of Amplius Wealth Advisors are located in Blue Bell, United States.
You can contact Amplius Wealth Advisors by phone at 215-310-7770.
Amplius Wealth Advisors currently employs 1-10 people.
