Amplify Financial, LLC
Amplify Financial, LLC is an SEC-registered mass-market adviser in Scottsdale, AZ with $230.7M assets under management (AUM, regulatory AUM), -14% over one year. See who owns Amplify Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325721, SEC 801-128942, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $230.7M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Scottsdale, AZ
- Employees
- 7
- Clients
- 1,601
- CRD
- 325721
- Ownership
- BRODT, AARON, PAUL; WEALTHVISION, LLC; AMPLIFY VENTURES GROUP, LLC; Garcia, Peggy, Jolen; Brodt, Heidi, Maria
How much AUM does Amplify Financial, LLC have?
Amplify Financial, LLC reported $230.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Amplify Financial, LLC?
Disclosed owners and executives of Amplify Financial, LLC include BRODT, AARON, PAUL, WEALTHVISION, LLC, AMPLIFY VENTURES GROUP, LLC, Garcia, Peggy, Jolen, Brodt, Heidi, Maria. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.