David Rosenblatt
Amplio Wealth · Chicago, Illinois
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.
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Facts
| Firm | Amplio Wealth |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $30.5M across 55 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, IL · CRD 7486587 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ampliowealth.com |
How David's firm compares
- Amplio Wealth's average account is about $554,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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