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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

AMP WEALTH MANAGEMENT

ASSET MANAGEMENT FOR PROFESSIONALS INC, CRD 108712

WHITEFISH BAY, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4aa9ddec-9ab3-ad16-ebed-a976260919c9

Data as of May 12, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 9
On other graphs: 1
Observed: Mar 19, 2012 to May 12, 2025
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

AMP Wealth Management

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $220MItem 5.F on the latest filing (2025-05-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $219M
Private client RAUM: $138MderivedItem 5.D individuals plus high net worth individuals
Private client share: 62%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 413
Individual clients: 364
High net worth clients: 25
SEC number: 801-56387
CRD: 108712
Filings on the tape: 22
First filed: Mar 19, 2012
Latest filed: May 12, 2025
Organised: Corporation, WI
Website: ampinvestment.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MAHALICK, GREGORY, TODD	President	A	yes	07/2006	Mar 19, 2012	Jul 11, 2024
MAHALICK, JEROME, ARTHUR	CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER	E	yes	11/1994	Mar 19, 2012	Jul 11, 2024
CHRISTOPHER, KELLY, MELISSA	Cco	Na	no	07/2024	Jul 11, 2024	Jul 11, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 28, 2025	$220M	$219M	3	3	0	n/a	n/a
2023	Mar 29, 2024	$434M	$236M	4	3	0	n/a	n/a
2022	Mar 29, 2023	$408M	$225M	5	4	0	n/a	n/a
2021	Mar 23, 2022	$497M	$282M	5	5	0	n/a	n/a
2020	Mar 31, 2021	$453M	$267M	5	5	0	n/a	n/a
2019	Mar 20, 2020	$418M	$253M	5	5	0	n/a	n/a
2018	Mar 4, 2019	$352M	$352M	5	5	0	n/a	n/a
2017	Mar 30, 2018	$380M	$380M	5	5	0	n/a	n/a
2016	Mar 13, 2017	$340M	$340M	5	4	n/a	n/a	n/a
2015	Feb 19, 2016	$180M	$180M	3	2	n/a	n/a	n/a
2014	Mar 6, 2015	$170M	$170M	4	4	n/a	n/a	n/a
2013	Feb 20, 2014	$145M	$145M	4	4	n/a	n/a	n/a
2012	Mar 25, 2013	$127M	$127M	4	4	n/a	n/a	n/a
2011	Mar 19, 2012	$108M	$108M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$220M	$434M	-49.2%	$497M	-23.7%	3	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERIT FINANCIAL ADVISORS	3	Jul 31, 2025	Jun 30, 2025	WHITEFISH BAY, WI	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (4)

← JEROME ARTHUR MAHALICKAdvisorregistration: previous registration
May 21, 1999 to Jul 31, 2025factForm ADV
← GREGORY TODD MAHALICKAdvisorregistration: previous registration
Nov 9, 2006 to Jul 31, 2025factForm ADV
← JAMES THOMAS BREENAdvisorregistration: previous registration
Feb 16, 2017 to Jul 31, 2025factForm ADV
← Joseph McDermottAdvisorregistration: previous registration
Apr 14, 2020 to Oct 12, 2022factForm ADV

Moved with (1)

→ MERIT FINANCIAL ADVISORSRegistered adviser3 advisors, firm absorbed, same day
Jul 31, 2025 to Jun 30, 2025factForm ADV

Controls (2)

← MAHALICK, JEROME, ARTHUROwnerCHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER, ownership code E, individual
Mar 19, 2012 to Jul 11, 2024factForm ADV
← MAHALICK, GREGORY, TODDOwnerPRESIDENT, ownership code A, individual
Mar 19, 2012 to Jul 11, 2024factForm ADV

Owns (1)

← CHRISTOPHER, KELLY, MELISSAOwnerCCO, ownership code NA, individual
Jul 11, 2024 to Jul 11, 2024factForm ADV

Dated events

Occurred
Aug 1, 2025
Left the SEC roster
Amp Wealth Management no longer on the SEC adviser roster (last listed 2025-07-01, RAUM $220.4M)
Form ADVobserved 5 days ago
$220M
Occurred
Jul 31, 2025
Firm absorbed
Amp Wealth Management's advisors moved to Merit Financial Advisors (Whitefish Bay, WI): 3 of 3 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Jul 31, 2025
Advisor changed firm
Gregory Todd Mahalick left Amp Wealth Management for Merit Financial Advisors (registered 2025-06-24)
Form ADVobserved 5 days ago
Occurred
Jul 31, 2025
Advisor changed firm
James Thomas Breen left Amp Wealth Management for Merit Financial Advisors (registered 2025-06-30)
Form ADVobserved 5 days ago
Occurred
Jul 31, 2025
Advisor changed firm
Jerome Arthur Mahalick left Amp Wealth Management for Merit Financial Advisors (registered 2025-06-24)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2025
Regulatory AUM changed
Amp Wealth Management reported RAUM $220.4M, down 49% from $433.7M (2024-07-11 to 2025-03-28)
Form ADVobserved 5 days ago
$-213M
Occurred
Nov 9, 2023
Control person left
Deyan Stojanovic (Partner) no longer on Schedule A of Amp Wealth Management (listed 2023-03-29, absent 2023-11-09)
Form ADVobserved 5 days ago
Occurred
Oct 12, 2022
Advisor changed firm
Joseph Mcdermott left Amp Wealth Management for Curi Capital, Llc (registered 2023-08-07)
Form ADVobserved 5 days ago
Occurred
Mar 20, 2020
Control person joined
Deyan Stojanovic (Partner) appeared on Schedule A of Amp Wealth Management
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4aa9ddec-9ab3-ad16-ebed-a976260919c9
First observed: Mar 19, 2012
Last observed: May 12, 2025 16 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMP WEALTH MANAGEMENT

ASSET MANAGEMENT FOR PROFESSIONALS INC, CRD 108712

WHITEFISH BAY, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4aa9ddec-9ab3-ad16-ebed-a976260919c9

Data as of May 12, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:44 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MAHALICK, GREGORY, TODD

President

yes

07/2006

Mar 19, 2012

Jul 11, 2024

MAHALICK, JEROME, ARTHUR

CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER

yes

11/1994

Mar 19, 2012

Jul 11, 2024

CHRISTOPHER, KELLY, MELISSA

Cco

07/2024

Jul 11, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 28, 2025

$220M

$219M

n/a

2023

Mar 29, 2024

$434M

$236M

n/a

2022

Mar 29, 2023

$408M

$225M

n/a

2021

Mar 23, 2022

$497M

$282M

n/a

2020

Mar 31, 2021

$453M

$267M

n/a

2019

Mar 20, 2020

$418M

$253M

n/a

2018

Mar 4, 2019

$352M

n/a

2017

Mar 30, 2018

$380M

n/a

2016

Mar 13, 2017

$340M

n/a

2015

Feb 19, 2016

$180M

n/a

2014

Mar 6, 2015

$170M

n/a

2013

Feb 20, 2014

$145M

n/a

2012

Mar 25, 2013

$127M

n/a

2011

Mar 19, 2012

$108M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$220M

$434M

-49.2%

$497M

-23.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERIT FINANCIAL ADVISORS

Jul 31, 2025

Jun 30, 2025

WHITEFISH BAY, WI

Firm absorbed

RIA to RIA

100.0%