Amyjo Y. Mcelfresh

AMPHORA WEALTH MANAGEMENT

CHAPEL HILL, NC 27517

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CRD#: 6886322

Professional summary

Amyjo Young Mcelfresh, CFP®, who also goes by Amyjo Mcelfresh Brown, Amy Jo Mcelfresh, Amy Jo Young Mcelfresh, Amyjo Mcelfresh, Amy Brown Waheed, Amy Waheed, Amyjo Mcelfresh Waheed, Amy Young, is a registered financial advisor currently at AMPHORA WEALTH MANAGEMENT, LLC located in Chapel Hill, North Carolina.

Amyjo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Amyjo has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amyjo Young Mcelfresh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

February 4, 2018 - Present

AMPHORA WEALTH MANAGEMENT, LLC

Office #1: 100 Europa Drive Suite 431, Chapel Hill, NC 27517

RIA

CRD#: 157968

CHAPEL HILL, NC

Past

November 29, 2017 - February 1, 2018

GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

RIA

CRD#: 284460

Chapel Hill, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMPHORA WEALTH MANAGEMENT, LLC

AMPHORA DIVORCE | AMPHORA WEALTH MANAGEMENT, LLC

CRD#: 157968 / SEC#: 801-125693

RIA

Registered Investment Advisory firm - (5/19/2022 Approved)

North Carolina

Registered Investment Advisory firm - (5/27/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(2/4/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

AMPHORA WEALTH MANAGEMENT, LLC

AMPHORA DIVORCE | AMPHORA WEALTH MANAGEMENT, LLC

CRD#: 157968 / SEC#: 801-125693

RIA

Registered Investment Advisory firm - (5/19/2022 Approved)

North Carolina

Registered Investment Advisory firm - (5/27/2022 Terminated)

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Contact information

Main Address

100 Europa Drive Suite 431, Chapel Hill, NC 27517

Mailing Address

Phone number

(919) 240-6111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-03-28 AMPHORA WEALTH MANAGEMENT FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	588
AUM (Assets Under Management)	$ 151,259,351

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Amyjo Y. Mcelfresh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amyjo Young Mcelfresh's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMPHORA WEALTH MANAGEMENT, LLC

GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

AMPHORA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

AMPHORA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMPHORA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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