Patrick Swift
Amplius Wealth · Blue Bell, Pennsylvania
Patrick Swift is a fee-only financial advisor at Amplius Wealth in Blue Bell, Pennsylvania, who holds the CFP credential. Patrick focuses on equity compensation, tax planning and estate & legacy planning. Amplius Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- High earners
- Multi-generational families
Facts
| Firm | Amplius Wealth |
|---|---|
| Based in | Blue Bell, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.74B across 2,847 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA, TX · CRD 6550021 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | ampliuswealth.com |
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Questions about Patrick
Is Patrick Swift a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Amplius Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Amplius Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Swift based?
Patrick Swift is based in Blue Bell, Pennsylvania.
What does Patrick specialize in?
Patrick's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning and family wealth transfer. Patrick works with executives, high earners and multi-generational families.
What credentials does Patrick Swift hold?
Patrick Swift holds the CFP credential.
Is Patrick Swift registered with the SEC?
Yes. Patrick Swift is registered as an investment adviser representative in NJ, PA and TX (CRD 6550021), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Amplius Wealth manage?
Amplius Wealth reports $1.74B across 2,847 accounts in assets under management.
How do I contact Patrick Swift?
Through Patrick's website, ampliuswealth.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
- Amplius Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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