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AMP WEALTH MANAGEMENT

WHITEFISH BAY, WI · CRD 108712 · IAPD ↗ · ampinvestment.com · 414-332-1011

$220.4MRegulatory AUM
3Advisory reps
3Employees
7Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2025 — AMP WEALTH MANAGEMENT (WHITEFISH BAY, WI) left the SEC roster (was $220.4M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2025 — AMP WEALTH MANAGEMENT reported RAUM down 49% ($433.7M -> $220.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2024 — AMP WEALTH MANAGEMENT notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.