Efg Private Wealth Management (Americas) Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 31, 2026, reports $2.3B in regulatory assets under management, 56 employees, 1 office, and 696 accounts.
Assets Under Management
$2.3B
Employees
56
Offices
1 office
Total Clients
479
Primary office
MIAMI, FL
701 BRICKELL AVENUE, SUITE 1310, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 42.8% of total clients.
Top client categories% of clientsClients
1
HNWI
42.8%
205
2
Corporations
35.5%
170
3
Individuals
21.5%
103
4
HOLDING COMPANY, FOUNDATION
0.2%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 31, 2026
Discretionary84.6%
$1.9B
85% of total RAUM84.6%
Non-discretionary15.4%
$354M
15% of total RAUM15.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.3B
Total Accounts696
10Y AUM Change+$1.3B (+139.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees56
Clients per Employee9:1
10Y Employee Change+39 (+229.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.