Merrill Loses $1.2B AUM Firm to Dynasty

March 3, 2021
By Asia Martin

Blue Bell, Penn. has a new registered investment advisor in town. Dynasty Financial Partners announced Tuesday it helped a former Merrill Lynch team that managed $1.2 billion in client assets, and generated $6.1 million in revenue, launch Amplius Wealth Advisors.

Amplius is led by father and son Samuel and Matthew Liebman and Aaron Marks. Samuel Liebman will serve as chairman while Matthew will be the firm’s chief executive officer, and Marks will function as chief strategy officer. All three will continue to advise clients. Patrick Swift also joins Amplius from Merrill as vice president of wealth planning.

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Merrill Loses $1.2B AUM Firm to Dynasty

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