Matthew Daniel Liebman
Investment adviser representative at Amplius Wealth Advisors
18 yearsExperience
2 statesRegistered in
CFADesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Amplius Asset Management, LLCMar 2025 to now
- Amplius Wealth Advisors, LLCFeb 2021 to now
- Purshe Kaplan Sterling InvestmentsFeb 2021 to Aug 2022
- Bank of America, N.A.May 2011 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2008 to Feb 2021
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Amplius Wealth Advisors
Legal name: Amplius Wealth Advisors, LLC
$1.7BAssets managed
781Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3065206
- Firm CRD
- 312463