|
⚲
|
| Keyboard |
| Amicorp Wealth Services LLC
✚
|
|
|---|---|
| CRD # | 319247 |
| SEC # | 801-125013 |
| CIK # | |
| AUM | 188.5 M (2026-03-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 786-842-1075 |
| Address | 3050 Biscayne Boulevard Miami, FL 33137 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 1.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 2 | 169.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 18.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 188.5 |
| By Discretionary | ||
| Discretionary | 9 | 18.0 |
| Non-Discretionary | 4 | 170.5 |
| Total | 13 | 188.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 187.6 | |
| United States Persons | 0.9 | |
| Total | 13 | 188.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 13 (84 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Classic Asset Management LLC
✚
|
ND | 189.1 M |
|
Ridgeline Wealth Advisors LLC
✚
|
NC | 189.0 M |
|
RJP Investment Advisors LLP
✚
|
IN | 188.7 M |
|
McCulley Financial Group LLC
✚
|
IL | 188.7 M |
|
Highroad Wealth Advisors LLC
✚
|
OR | 188.5 M |
|
Trailhead Planners LLC
✚
|
MN | 188.4 M |
|
Vine Capital Management LLC
✚
|
188.4 M | |
|
Cross State Financial Group LLC
✚
|
NM | 188.3 M |
|
Barnes Dennig Private Wealth Management LLC
✚
|
OH | 188.2 M |
|
The Westchester Group LLC
✚
|
187.9 M |