Investment adviser representative · Amplius Wealth Advisors
Philip R. Matalucci IV
CRD 7069674 · Blue Bell, PA
At a glance
Philip R. Matalucci IV is an investment adviser representative with Amplius Wealth Advisors in Blue Bell, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Philip’s SEC record dates to 2020, about 6 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Amplius Wealth AdvisorsSince April 2022Blue Bell, PA · $1.7B in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Philip’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.
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