Amphora Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$196,205,424
Total clients
103
74% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
34
Average account size
$1,904,907
About
The firm serves individuals (including high-net-worth clients), charitable organizations, and defined contribution and defined benefit plans, providing discretionary and non-discretionary investment management, integrated financial planning, pension consulting, selection of third‑party advisers, and occasional special-project work such as divorce consulting and estate‑plan analysis. It also acts as investment direction adviser for trusts and periodically offers educational seminars and workshops for life events.
The firm’s investment process is evidence‑based and risk‑based, generally implementing diversified portfolios using no‑load mutual funds, ETFs, individual equities, and customized laddered fixed‑income allocations, guided by an Investment Policy Statement and principles of Modern Portfolio Theory. It uses third‑party platforms and managers for portfolio administration and fixed‑income management, and conducts ongoing account monitoring and quarterly reviews.
What is distinctive is that the firm’s principal is a licensed attorney and the adviser has an affiliated management/insurance entity that sells insurance products, and a supervised person retains insurance licensure and trailing commissions from prior sales, although the firm states it does not provide legal advice. The firm also charges modest fees for its educational seminars (typically $100–$500) and offers less common services for a firm of its size—such as divorce consulting and estate plan design involving business‑entity and discount‑valuation techniques—while a small team of three advisors manages roughly $151 million for about 94 client relationships.
Client services
Expertise
Fee options
Financial planning services flat fees ranging from $2,500 to $15,000 per plan; educational seminars/workshops flat fees ranging from $100 to $500
$0 - $2,000,000: 1.00% annually $2,000,001 - $6,000,000: 0.80% annually $6,000,001 - $16,000,000: 0.60% annually $16,000,001+: 0.50% annually
$50 to $500 per hour depending on personnel; $300 per hour for divorce consulting
Account minimum: $8,000 minimum annual fee Minimum fee: Minimum annual fee of $8,000 charged in quarterly increments Fee-only: Financial planning flat fees ranging from $2,500 to $15,000 per plan; hourly fees from $50 to $500 per hour depending on personnel; $300 per hour for divorce consulting
Main office location
Amphora Wealth Management, LLC
100 Europa Drive, Suite 431
Chapel Hill NC 27517, United States
Number of offices
2
Most active in
North Carolina · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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