Amplius Wealth Advisors, LLC

Business address
1787 Sentry Parkway West, Veva 16, Suite 100, Blue Bell, PA, 19422
Top securities (13F)
AAAA, PVAL, RECS, TMFC, STIP, JHMM, GSST, IOO, USTB, IJR, CGIC, AVEM, QQQ, OEF, DGRW, BX, CB, BOXX, JMUB, and BXSL
State of incorporation
DE
Fiscal year end
31 December
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Amplius Wealth Advisors, LLC has filed 18 SEC EDGAR filings since 28 Jan 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-21517
N-PX Open Document Open Filing 15 Aug 2025 30 Jun 2025 028-21517
13F-HR Open Document Open Filing 04 Aug 2025 30 Jun 2025 028-21517
13F-HR Open Document Open Filing 10 Apr 2025 31 Mar 2025 028-21517
13F-HR Open Document Open Filing 16 Jan 2025 31 Dec 2024 028-21517
13F-HR Open Document Open Filing 16 Oct 2024 30 Sep 2024 028-21517
N-PX Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-21517
13F-HR Open Document Open Filing 22 Jul 2024 30 Jun 2024 028-21517
13F-HR Open Document Open Filing 17 Apr 2024 31 Mar 2024 028-21517
13F-HR Open Document Open Filing 10 Jan 2024 31 Dec 2023 028-21517
13F-HR Open Document Open Filing 17 Oct 2023 30 Sep 2023 028-21517
13F-HR Open Document Open Filing 26 Jul 2023 30 Jun 2023 028-21517
13F-HR Open Document Open Filing 25 Apr 2023 31 Mar 2023 028-21517
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-21517
13F-HR Open Document Open Filing 10 Nov 2022 30 Sep 2022 028-21517
13F-HR Open Document Open Filing 21 Jul 2022 30 Jun 2022 028-21517
13F-HR Open Document Open Filing 09 May 2022 31 Mar 2022 028-21517
13F-HR Open Document Open Filing 28 Jan 2022 31 Dec 2021 028-21517