RIA Intelligence

ASSET MANAGEMENT FOR PROFESSIONALS INC

Legal name: AMP WEALTH MANAGEMENT

CRD #108712 SEC #801-56387 WHITEFISH BAY, WI 414-332-1011
SEC Registered
Total AUM
$220.4M
Discretionary
$219.1M
Employees
3
Clients
--
Accounts
413

AUM Over Time

DateMay 2025
Total AUM$220.4M
Discretionary$219.1M
Non-Disc.$1.3M
Employees3
Clients7
DateMar 2025
Total AUM$220.4M
Discretionary$219.1M
Non-Disc.$1.3M
Employees3
Clients7
DateMar 2025
Total AUM$433.7M
Discretionary$236M
Non-Disc.$197.8M
Employees4
Clients0
DateJul 2024
Total AUM$433.7M
Discretionary$236M
Non-Disc.$197.8M
Employees4
Clients0
DateMar 2024
Total AUM$433.7M
Discretionary$236M
Non-Disc.$197.8M
Employees4
Clients0
DateNov 2023
Total AUM$407.7M
Discretionary$224.8M
Non-Disc.$182.9M
Employees4
Clients0
DateMar 2023
Total AUM$407.7M
Discretionary$224.8M
Non-Disc.$182.9M
Employees5
Clients0
DateMar 2022
Total AUM$497M
Discretionary$282M
Non-Disc.$215M
Employees5
Clients0
DateMar 2021
Total AUM$453M
Discretionary$267M
Non-Disc.$186M
Employees5
Clients0
DateJun 2020
Total AUM$418M
Discretionary$253M
Non-Disc.$165M
Employees5
Clients0
DateMar 2020
Total AUM$418M
Discretionary$253M
Non-Disc.$165M
Employees5
Clients0
DateMar 2019
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$380M
Discretionary$380M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$340M
Discretionary$340M
Non-Disc.$0
Employees5
Clients200
DateJan 2017
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees3
Clients200
DateJun 2016
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees3
Clients200
DateFeb 2016
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees3
Clients200
DateApr 2015
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees4
Clients165
DateFeb 2014
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees4
Clients165
DateMar 2013
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees4
Clients160
DateMar 2012
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees1
Clients145
DateMar 2011
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$78M
Discretionary$78M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$78M
Discretionary$78M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--