Amplius Wealth Advisors Revenue, Growth & Competitor Profile

DBA AMPLIUS WEALTH ADVISORS, LLC

Company Profile & Annual Report for Amplius Wealth Advisors

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Amplius Wealth Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	1787 Sentry Parkway West Veva 16, Suite 100 Blue Bell, PA 19422

Note: Revenues for privately held companies are statistical evaluations.


Amplius Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Amplius Wealth Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Amplius Wealth Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Amplius Wealth Advisors Annual Revenue and Growth Rate

Amplius Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Amplius Wealth Advisors's revenues are gauged from an analysis of company filings.

Amplius Wealth Advisors's Income Statement (based on Industry Averages)

Amplius Wealth Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Amplius Wealth Advisors is developing and marketing. Amplius Wealth Advisors doesn't have any recent trademark applications, indicating Amplius Wealth Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark

Date

AMPLIUS WEALTH ADVISORS Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans, endowments and foundations; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial planning for retirement, business transition, and education; investment services, namely, cash flow management; debt advisory services

03/26/2021

See all trademarks and details in the Full Report.

Market Share of Amplius Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Amplius Wealth Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Amplius Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
SEI INVESTMENTS	Oaks, PA	100
HAMILTON LANE STRATEGIC OPPORTUNITIES FUND VIII	Conshohocken, PA	25
HIRTLE CALLAGHAN	West Conshohocken, PA	4
AMG FUNDS	Conshohocken, PA	4
FOREFRONT ANALYTICS	W. Conshohocken, PA	3
MILL CREEK CAPITAL ADVISORS	Conshohocken, PA	2

Other Companies at 1787 Sentry Parkway West, Blue Bell PA

Company	Headquarters	Revenue ($ MM)
BEK MANAGEMENT II	Blue Bell, PA	100
COMMUNICATION GRAPHICS	Blue Bell, PA	29
UEP NORTHEAST	Blue Bell, PA	21
MPOWERPEOPLE	Blue Bell, PA	15
ELECTRICAL ASSOCIATION OF PHILADELPHIA	Blue Bell, PA	7

Future Competition: Amplius Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Amplius Wealth Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)