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Amp Wealth Management Share
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Whitefish Bay, Wisconsin
$418.0 million AUM
1 office

Amp Wealth Management is based in Whitefish Bay, Wisconsin and has $418.0 million in assets under management.

Location
421 E. Silver Spring Drive
Suite 3
Whitefish Bay, WI 53217
$418.0 million
AUM
5
Employees
AUM Share
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$418,000,000
Assets under management
509 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 166 $119,000,000 28% $716,867
High net worth individuals 5 $33,000,000 8% $6,600,000
Pooled investment vehicles 2 $29,000,000 7% $14,500,000
Pension and profit sharing plans 27 $35,000,000 8% $1,296,296
Other investment advisers 10 $20,000,000 5% $2,000,000
Other corporations or businesses Fewer than 5 clients $182,000,000
Employees Share
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5
Employees
5
Investment analysts
100% of total employees
AUM per employee Share
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$418,000,000
Assets under management
$83,600,000
AUM per employee
$83,600,000
AUM per investment analyst
About Share
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Compensation

Amp Wealth Management makes money through the following ways:

  • Percentage of AUM
Services offered

Amp Wealth Management provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 108,712
SEC number 801-56387
Legal structure Corporation
Legal governance Wisconsin, United States
Latest ADV filing date March 20, 2020

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