Investment adviser · CRD 325721
AMPLIFY FINANCIAL, LLC
Investment adviser filing (IA)
SCOTTSDALE, AZ, United States · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $231M Form ADV · Item 5.F
- Client accounts
- 1,494 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 584 | $148,958,583 | 64.6% |
| Individuals | 1,017 | $77,416,051 | 33.6% |
| Corporations & businesses | Fewer than 5 | $2,771,480 | 1.2% |
| Retirement plans | Fewer than 5 | $899,747 | 0.4% |
| Charities | Fewer than 5 | $669,693 | 0.3% |
Filing source
Form ADV 2134502 · Sep 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 23, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Not reported in these imported fields
Principal office
8605 EAST RAINTREE DRIVE, SUITE 275SCOTTSDALE, AZ, 85260, United States
CRD 325721
Filing source
Form ADV 2134502 · Sep 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.