Amicorp Wealth Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 24, 2026, reports $189M in regulatory assets under management, 3 employees, and 13 accounts.
Assets Under Management
$189M
Employees
3
Offices
--
Total Clients
13
Primary office
MIAMI, FL
3050 BISCAYNE BOULEVARD, SUITE 501, MIAMI, FL, United States
Top client segmentCorporations represent 69.2% of total clients.
Top client categories% of clientsClients
1
Corporations
69.2%
9
2
Individuals
15.4%
2
3
Banks
15.4%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$189Mas of March 24, 2026
Discretionary9.6%
$18M
10% of total RAUM9.6%
Non-discretionary90.4%
$170M
90% of total RAUM90.4%
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$189M
Total Accounts13
10Y AUM Change+$189M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee4:1
10Y Employee Change+2 (+200.0%)
* 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.