Investment adviser · CRD 108712
AMP WEALTH MANAGEMENT
Investment adviser filing (IA)
ASSET MANAGEMENT FOR PROFESSIONALS INC
WHITEFISH BAY, WI, United States · Form ADV filed May 12, 2025
- Regulatory AUM
- $220M Form ADV · Item 5.F
- Client accounts
- 413 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 364 | $82,692,993 | 37.5% |
| High-net-worth individuals | 25 | $55,023,807 | 25.0% |
| Corporations & businesses | 9 | $40,991,759 | 18.6% |
| Retirement plans | 12 | $26,586,933 | 12.1% |
| Pooled investment vehicles | 2 | $14,875,516 | 6.8% |
| Charities | Fewer than 5 | $192,294 | 0.1% |
Filing source
Form ADV 1989037 · May 12, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 12, 2025. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
421 E. SILVER SPRING DRIVE, SUITE 3WHITEFISH BAY, WI, 53217, United States
CRD 108712
Filing source
Form ADV 1989037 · May 12, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.