Overview
Assets Under Management: $220 million
Headquarters: WHITEFISH BAY, WI
High-Net-Worth Clients: 25
Average Client Assets: $2.2 million
Frequently Asked Questions
AMP WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108712), AMP WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
AMP WEALTH MANAGEMENT is headquartered in WHITEFISH BAY, WI.
AMP WEALTH MANAGEMENT serves 25 high-net-worth clients according to their SEC filing dated May 12, 2025. View client details ↓
According to their SEC Form ADV, AMP WEALTH MANAGEMENT offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
AMP WEALTH MANAGEMENT manages $220 million in client assets according to their SEC filing dated May 12, 2025.
According to their SEC Form ADV, AMP WEALTH MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.97%
Average Client Assets: $2.2 million
Total Client Accounts: 413
Discretionary Accounts: 405
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 108712
Filing ID: 1989037
Last Filing Date: 2025-05-12 14:54:00