AMP WEALTH MANAGEMENT

421 E. Silver Spring Drive
Suite 3
Whitefish Bay, Wisconsin 53217
Tel: 414-332-1011

About AMP WEALTH MANAGEMENT

AMP WEALTH MANAGEMENT, formally registered with the SEC as AMP WEALTH MANAGEMENT. The firm was established in 04/06/1999. They have over 1 offices throughout the country.

AMP WEALTH MANAGEMENT is a Whitefish Bay, Wisconsin based Financial Planning firm with nearly $433,749,723 assets under management, offering retirement planning & investment advisory services to 529 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108712
SEC#	801-56387
Assets Managed by Firm	$433,749,723
No. of Clients	529
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	529	$433,749,723
Individuals (other than high net worth individuals)	470	$111,300,134
High net worth individuals	22	$43,699,728
Pension and profit sharing plans	22	$29,302,848
Charitable organizations	1	$197,754,178
Other investment advisers	1	$1,914,939
Corporations or other businesses	11	$36,713,219

More Retirement Planning firms in Whitefish Bay, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14
FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202	$14,936,427,714	769	26

Explore More Retirement Advisors in Whitefish Bay, Wisconsin

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.