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
ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
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

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