Investment adviser representative · Amphora Wealth Management, LLC
Amyjo Y. McElfresh
CRD 6886322 · Chapel Hill, NC
At a glance
Amyjo Y. McElfresh is an investment adviser representative with Amphora Wealth Management, LLC in Chapel Hill, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Amyjo’s SEC record dates to 2017, about 8 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Amphora Wealth Management, LLCSince February 2018Chapel Hill, NC · $196M in regulatory assets
SEC adviser record
- Registered since
- 2017 (8 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Amyjo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.