Active
AMP WEALTH MANAGEMENT
Investment Advice|WHITEFISH BAY, WI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$220.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 219.1M |
| Non-Discretionary | 1.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 108712 |
| SEC Number | 801-56387 |
| Street Address | 421 E. SILVER SPRING DRIVE |
| Street Address 2 | SUITE 3 |
| Location | WHITEFISH BAY, WI 53217 |
| Country | United States |
| Phone | 414-332-1011 |
| Fax | 414-332-1014 |
| Total Employees | 3 |
Client Count by Type (413 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 364 |
| High Net Worth Individual… | 25 |
| Pension/Profit Sharing Pl… | 12 |
| Corporations/Businesses | 9 |
| Pooled Investment Vehicle… | 2 |
| Charitable Organizations | 1 |
Community Partners
BUILDING LIVES OF COMMUNITY CONCERN, INC.
CITY OF CUDAHY
CITY OF FRANKLIN
CITY OF GLENDALE
CITY OF MILWAUKEE
CITY OF MILWAUKEE
CITY OF MILWAUKEE HEALTH DEPARTMENT
CITY OF OAK CREEK
CITY OF SOUTH MILWAUKEE
CITY OF ST FRANCIS
CITY OF WAUWATOSA
CITY OF WEST ALLIS
LAKE EMERY REHABILITATION DISTRICT
MILWAUKEE POLICE DEPARTMENT
RIVER HILLS VILLAGE OF
VILLAGE OF BROWN DEER
VILLAGE OF FOX POINT
VILLAGE OF GREENDALE
VILLAGE OF HALES CORNERS
VILLAGE OF RIVER HILLS
BUILDING LIVES OF COMMUNITY CONCERN, INC.
CITY OF CUDAHY
CITY OF FRANKLIN
CITY OF GLENDALE
CITY OF MILWAUKEE
CITY OF MILWAUKEE
CITY OF MILWAUKEE HEALTH DEPARTMENT
CITY OF OAK CREEK
CITY OF SOUTH MILWAUKEE
CITY OF ST FRANCIS
CITY OF WAUWATOSA
CITY OF WEST ALLIS
LAKE EMERY REHABILITATION DISTRICT
MILWAUKEE POLICE DEPARTMENT
RIVER HILLS VILLAGE OF
VILLAGE OF BROWN DEER
VILLAGE OF FOX POINT
VILLAGE OF GREENDALE
VILLAGE OF HALES CORNERS
VILLAGE OF RIVER HILLS
BUILDING LIVES OF COMMUNITY CONCERN, INC.
CITY OF CUDAHY
CITY OF FRANKLIN
CITY OF GLENDALE
CITY OF MILWAUKEE
CITY OF MILWAUKEE
CITY OF MILWAUKEE HEALTH DEPARTMENT
CITY OF OAK CREEK
CITY OF SOUTH MILWAUKEE
CITY OF ST FRANCIS
CITY OF WAUWATOSA
CITY OF WEST ALLIS
LAKE EMERY REHABILITATION DISTRICT
MILWAUKEE POLICE DEPARTMENT
RIVER HILLS VILLAGE OF
VILLAGE OF BROWN DEER
VILLAGE OF FOX POINT
VILLAGE OF GREENDALE
VILLAGE OF HALES CORNERS
VILLAGE OF RIVER HILLS
Municipal Government
23 Active
23
Organizations
BROWN DEER COMMUNITY DEVELOPMENT AUTHORITY
FRANKLIN COMMUNITY DEVELOPMENT AUTHORITY
HOUSING AUTHORITY OF THE CITY OF MILWAUKEE
OAK CREEK COMMUNITY DEVELOPMENT AUTHORITY
REDEVELOPMENT AUTHORITY OF THE CITY OF MILWAUKEE
SHOREWOOD COMMUNITY DEVELOPMENT AUTHORITY
SOUTHEAST WISCONSIN PROFESSIONAL BASEBALL PARK DISTRICT
SOUTH MILWAUKEE COMMUNITY DEVELOPMENT AUTHORITY
SOUTHWEST SUBURBAN HEALTH DEPARTMENT
WEST ALLIS COMMUNITY DEVELOPMENT AUTHORITY
WHITEFISH BAY COMMUNITY DEVELOPMENT AUTHORITY
BROWN DEER COMMUNITY DEVELOPMENT AUTHORITY
FRANKLIN COMMUNITY DEVELOPMENT AUTHORITY
HOUSING AUTHORITY OF THE CITY OF MILWAUKEE
OAK CREEK COMMUNITY DEVELOPMENT AUTHORITY
REDEVELOPMENT AUTHORITY OF THE CITY OF MILWAUKEE
SHOREWOOD COMMUNITY DEVELOPMENT AUTHORITY
SOUTHEAST WISCONSIN PROFESSIONAL BASEBALL PARK DISTRICT
SOUTH MILWAUKEE COMMUNITY DEVELOPMENT AUTHORITY
SOUTHWEST SUBURBAN HEALTH DEPARTMENT
WEST ALLIS COMMUNITY DEVELOPMENT AUTHORITY
WHITEFISH BAY COMMUNITY DEVELOPMENT AUTHORITY
BROWN DEER COMMUNITY DEVELOPMENT AUTHORITY
FRANKLIN COMMUNITY DEVELOPMENT AUTHORITY
HOUSING AUTHORITY OF THE CITY OF MILWAUKEE
OAK CREEK COMMUNITY DEVELOPMENT AUTHORITY
REDEVELOPMENT AUTHORITY OF THE CITY OF MILWAUKEE
SHOREWOOD COMMUNITY DEVELOPMENT AUTHORITY
SOUTHEAST WISCONSIN PROFESSIONAL BASEBALL PARK DISTRICT
SOUTH MILWAUKEE COMMUNITY DEVELOPMENT AUTHORITY
SOUTHWEST SUBURBAN HEALTH DEPARTMENT
WEST ALLIS COMMUNITY DEVELOPMENT AUTHORITY
WHITEFISH BAY COMMUNITY DEVELOPMENT AUTHORITY
Special District
11 Active
11
Organizations
CUDAHY SCHOOL DISTRICT
FOX POINT JOINT SCHOOL DISTRICT 2
FRANKLIN SCHOOL DISTRICT
GLENDALE RIVER HILLS SCHOOL DISTRICT
GREENDALE SCHOOL DISTRICT
GREENFIELD SCHOOL DISTRICT
MILWAUKEE AREA TECHNICAL COLLEGE DISTRICT
MILWAUKEE CITY SCHOOL DISTRICT
NICOLET U HIGH SCHOOL DISTRICT
OAK CREEK-FRANKLIN SCHOOL DISTRICT
SCHOOLS OAK CREEK CITY OF DATA CENTER
SHOREWOOD SCHOOL DISTRICT
SOUTH MILWAUKEE SCHOOL DISTRICT
ST FRANCIS CITY SCHOOL DISTRICT 6
WEST ALLIS SCHOOL DISTRICT
WHITEFISH BAY SCHOOL DISTRICT
CUDAHY SCHOOL DISTRICT
FOX POINT JOINT SCHOOL DISTRICT 2
FRANKLIN SCHOOL DISTRICT
GLENDALE RIVER HILLS SCHOOL DISTRICT
GREENDALE SCHOOL DISTRICT
GREENFIELD SCHOOL DISTRICT
MILWAUKEE AREA TECHNICAL COLLEGE DISTRICT
MILWAUKEE CITY SCHOOL DISTRICT
NICOLET U HIGH SCHOOL DISTRICT
OAK CREEK-FRANKLIN SCHOOL DISTRICT
SCHOOLS OAK CREEK CITY OF DATA CENTER
SHOREWOOD SCHOOL DISTRICT
SOUTH MILWAUKEE SCHOOL DISTRICT
ST FRANCIS CITY SCHOOL DISTRICT 6
WEST ALLIS SCHOOL DISTRICT
WHITEFISH BAY SCHOOL DISTRICT
CUDAHY SCHOOL DISTRICT
FOX POINT JOINT SCHOOL DISTRICT 2
FRANKLIN SCHOOL DISTRICT
GLENDALE RIVER HILLS SCHOOL DISTRICT
GREENDALE SCHOOL DISTRICT
GREENFIELD SCHOOL DISTRICT
MILWAUKEE AREA TECHNICAL COLLEGE DISTRICT
MILWAUKEE CITY SCHOOL DISTRICT
NICOLET U HIGH SCHOOL DISTRICT
OAK CREEK-FRANKLIN SCHOOL DISTRICT
SCHOOLS OAK CREEK CITY OF DATA CENTER
SHOREWOOD SCHOOL DISTRICT
SOUTH MILWAUKEE SCHOOL DISTRICT
ST FRANCIS CITY SCHOOL DISTRICT 6
WEST ALLIS SCHOOL DISTRICT
WHITEFISH BAY SCHOOL DISTRICT
School District
16 Active
16
Organizations
128TH AIR REFUELING WING COMMUNITY COUNCIL
128TH CIVIC DINNER DANCE INC
1895 BANCORP OF WISCONSIN, INC.
1986 WEST MILWAUKEE HIGH SCHOOL REUNION COMMITTEE
49ER SQUARE DANCE CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
64 STREET PROJECT CO
94 POST
Aaron John Maier Memorial Fund Inc
AB REWALD & JEANETTE REWALD REWALD
ACADEMY OF ACCELERATED LEARNING PTA
A CALL TO COMPASSION INC
AC TENNIS CLUB INC
ACT FOR THE FUTURE ASSOCIATION
ACTS 1728 DANCE INC
AD2 MILWAUKEE
ADAPTIVE SPORTSMEN INC
128TH AIR REFUELING WING COMMUNITY COUNCIL
128TH CIVIC DINNER DANCE INC
1895 BANCORP OF WISCONSIN, INC.
1986 WEST MILWAUKEE HIGH SCHOOL REUNION COMMITTEE
49ER SQUARE DANCE CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
64 STREET PROJECT CO
94 POST
Aaron John Maier Memorial Fund Inc
AB REWALD & JEANETTE REWALD REWALD
ACADEMY OF ACCELERATED LEARNING PTA
A CALL TO COMPASSION INC
AC TENNIS CLUB INC
ACT FOR THE FUTURE ASSOCIATION
ACTS 1728 DANCE INC
AD2 MILWAUKEE
ADAPTIVE SPORTSMEN INC
128TH AIR REFUELING WING COMMUNITY COUNCIL
128TH CIVIC DINNER DANCE INC
1895 BANCORP OF WISCONSIN, INC.
1986 WEST MILWAUKEE HIGH SCHOOL REUNION COMMITTEE
49ER SQUARE DANCE CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
64 STREET PROJECT CO
94 POST
Aaron John Maier Memorial Fund Inc
AB REWALD & JEANETTE REWALD REWALD
ACADEMY OF ACCELERATED LEARNING PTA
A CALL TO COMPASSION INC
AC TENNIS CLUB INC
ACT FOR THE FUTURE ASSOCIATION
ACTS 1728 DANCE INC
AD2 MILWAUKEE
ADAPTIVE SPORTSMEN INC
Nonprofit Organization
1616 Active
1616
Organizations
Community Partners100 organizations
BUILDING LIVES OF COMMUNITY CONCERN, INC.
Municipal Government·BROWN DEER
CITY OF FRANKLIN
Municipal Government·FRANKLIN
CITY OF MILWAUKEE
Municipal Government·MILWAUKEE
CITY OF MILWAUKEE
Municipal Government·MILWAUKEE
CITY OF MILWAUKEE HEALTH DEPARTMENT
Municipal Government·MILWAUKEE
CITY OF SOUTH MILWAUKEE
Municipal Government·SOUTH MILWAUKEE
CITY OF WAUWATOSA
Municipal Government·MILWAUKEE
CITY OF WEST ALLIS
Municipal Government·WEST ALLIS
LAKE EMERY REHABILITATION DISTRICT
Municipal Government·WAUWATOSA
MILWAUKEE POLICE DEPARTMENT
Municipal Government·MILWAUKEE
RIVER HILLS VILLAGE OF
Municipal Government·MILWAUKEE
VILLAGE OF HALES CORNERS
Municipal Government·HALES CORNERS
FRANKLIN COMMUNITY DEVELOPMENT AUTHORITY
Special District·FRANKLIN
HOUSING AUTHORITY OF THE CITY OF MILWAUKEE
Special District·MILWAUKEE
REDEVELOPMENT AUTHORITY OF THE CITY OF MILWAUKEE
Special District·MILWAUKEE
SHOREWOOD COMMUNITY DEVELOPMENT AUTHORITY
Special District·SHOREWOOD
SOUTHWEST SUBURBAN HEALTH DEPARTMENT
Special District·MILWAUKEE
WEST ALLIS COMMUNITY DEVELOPMENT AUTHORITY
Special District·WEST ALLIS
SCHOOLS OAK CREEK CITY OF DATA CENTER
School District·OAK CREEK
128TH AIR REFUELING WING COMMUNITY COUNCIL
Nonprofit Organization·Wauwatosa
128TH CIVIC DINNER DANCE INC
Nonprofit Organization·Cudahy
1895 BANCORP OF WISCONSIN, INC.
Nonprofit Organization·GREENFIELD
1986 WEST MILWAUKEE HIGH SCHOOL REUNION COMMITTEE
Nonprofit Organization·West Allis
49ER SQUARE DANCE CLUB
Nonprofit Organization·WEST ALLIS
4-H CLUBS & AFFILIATED 4-H ORGANIZATION
Nonprofit Organization·Wauwatosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATION
Nonprofit Organization·Wauwatosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Wauwatosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Wauwatosa
64 STREET PROJECT CO
Nonprofit Organization·West Allis
94 POST
Nonprofit Organization·West Allis
Aaron John Maier Memorial Fund Inc
Nonprofit Organization·Greendale
AB REWALD & JEANETTE REWALD REWALD
Nonprofit Organization·WAUWATOSA
ACADEMY OF ACCELERATED LEARNING PTA
Nonprofit Organization·West Allis
A CALL TO COMPASSION INC
Nonprofit Organization·Franklin
AC TENNIS CLUB INC
Nonprofit Organization·Oak Creek
ACT FOR THE FUTURE ASSOCIATION
Nonprofit Organization·Greendale
ACTS 1728 DANCE INC
Nonprofit Organization·FRANKLIN
AD2 MILWAUKEE
Nonprofit Organization·Oak Creek
ADAPTIVE SPORTSMEN INC
Nonprofit Organization·Greenfield
ADHD AMERICA INC
Nonprofit Organization·Whitefish Bay
ADOPTION SERVICES INC
Nonprofit Organization·GLENDALE
ADVENTURE MEETS
Nonprofit Organization·FRANKLIN
ADVOCATES FOR HIGHER EDUCATION
Nonprofit Organization·Glendale
AFRICA BUSINESS COALITION
Nonprofit Organization·Glendale
AGAPE 4-H CLUB
Nonprofit Organization·Wauwatosa
AGLOW INTERNATIONAL
Nonprofit Organization·GREENFIELD
AGLOW INTERNATIONAL
Nonprofit Organization·Greenfield
AGUILAR ROSS FOUNDATION
Nonprofit Organization·GREENFIELD
A HELPING HAND WITH RECOVERY INC
Nonprofit Organization·WEST ALLIS
AIR FORCE ASSOCIATION
Nonprofit Organization·Greendale
AIRLINE AVIONIC INSTITUTE INC
Nonprofit Organization·FRANKLIN
ALAN AND JACQUELINE KELTNER CHARITIES
Nonprofit Organization·SHOREWOOD
AL-ANON FAMILY GROUPS OF SE
Nonprofit Organization·WEST ALLIS
ALAYANDE PHILANTHROPIES
Nonprofit Organization·Glendale
ALIF LAM MEEM COMPANY
Nonprofit Organization·West Allis
ALIMENTA LA SOLIDARIDAD INC
Nonprofit Organization·Wauwatosa
ALIVE N KICKIN INC
Nonprofit Organization·Wauwatosa
ALL BAMILEKE CONVENTION OF NORTH AMERICA
Nonprofit Organization·Oak Creek
ALL COUNTY ATHLETICS INC
Nonprofit Organization·WHITEFISH BAY
ALL HANDS ISRAEL INC
Nonprofit Organization·GLENDALE
ALLIED CONSTRUCTION EMPLOYERS
Nonprofit Organization·WAUWATOSA
ALLIES FOR TEENS IN FOSTER CARE INC
Nonprofit Organization·Wauwatosa
ALMOST HOME CAT RESCUE MKE INC
Nonprofit Organization·WEST ALLIS
ALPHA A WETENKAMP CHARITABLE TRUST
Nonprofit Organization·WAUWATOSA
ALPHA OMICRON PI FRATERNITY INC
Nonprofit Organization·Wauwatosa
ALPHA SIGMA ALPHA SORORITY
Nonprofit Organization·Franklin
ALPHA SIGMA ALUMNAE INCORPORTED
Nonprofit Organization·Cudahy
ALPINE EDGE INC
Nonprofit Organization·Franklin
ALUMNUS PROJECT INC
Nonprofit Organization·Whitefish Bay