# David Rosenblatt

> David Rosenblatt is a fee-only financial advisor at Amplio Wealth in Chicago, Illinois, who holds the CFA credential. Amplio Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-rosenblatt/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Amplio Wealth
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $30.5M across 55 accounts
- **Credentials:** CFA
- **CRD:** 7486587 (https://adviserinfo.sec.gov/individual/summary/7486587)
- **SEC registration:** Investment adviser representative in CA, IL
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://ampliowealth.com

## Frequently asked questions

### Is David Rosenblatt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Amplio Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Amplio Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Rosenblatt based?

David Rosenblatt is based in Chicago, Illinois.

### What credentials does David Rosenblatt hold?

David Rosenblatt holds the CFA credential.

### Is David Rosenblatt registered with the SEC?

Yes. David Rosenblatt is registered as an investment adviser representative in CA and IL (CRD 7486587), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Amplio Wealth manage?

Amplio Wealth reports $30.5M across 55 accounts in assets under management.

### How do I contact David Rosenblatt?

Through David's website, ampliowealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7486587): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.