Amp Wealth Management

Amp Wealth Management (CRD# 108712) is a financial advisory firm headquartered in Whitefish Bay, WI. They manage $340,000,000 in 200 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $1,700,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, WI

Financial Advisors at Amp Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
James T. Breen
CRD#: 4480405
Atlanta, GA
93
Wealthminder
score

James Breen (CRD# 4480405) is an Investment Advisor Representative working at Amp Wealth Management in Atlanta, GA and has over 16 years of experience in the finance industry.

2
Gregory T. Mahalick
CRD#: 2940893
421 E. Silver Spring Drive, Suite 3, Whitefish Bay, WI 53217
93
Wealthminder
score

Gregory Mahalick (CRD# 2940893) is an Investment Advisor Representative working at Amp Wealth Management in Whitefish Bay, WI and has over 11 years of experience in the finance industry.

3
Jerome A. Mahalick
CRD#: 2532456
421 E. Silver Spring Drive, Suite 3, Whitefish Bay, WI 53217
93
Wealthminder
score

Jerome Mahalick (CRD# 2532456) is an Investment Advisor Representative working at Amp Wealth Management in Whitefish Bay, WI and has over 23 years of experience in the finance industry.

4
Deyan Stojanovic
CRD#: 2624854
421 E. Silver Spring Drive, Suite 3, Whitefish Bay, WI 53217
93
Wealthminder
score

Deyan Stojanovic (CRD# 2624854) is an Investment Advisor Representative working at Amp Wealth Management in Whitefish Bay, WI and has over 22 years of experience in the finance industry.

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