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Amicorp Wealth Services LLC

● SEC registered since 2022CRD 319247SEC# 801-125013Miami, FL
Export (members)
Reg. AUM
$21.4M
Employees
3
Accounts
15
Location
Miami, FL

Amicorp Wealth Services LLC assets under management

Amicorp Wealth Services LLC is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2022. It reports $21.4 million in regulatory assets under management and employs 3 people.

Amicorp Wealth Services LLC owners & executives

12 reported
NameTitleOwnershipSince
Amicorp Capital Limited ControlDirect OwnerOver 75%2024
Carme Hortala VallveChief Compliance OfficerUnder 5%2024
Hans Herrmann ControlManagerUnder 5%2023
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Frequently asked questions

How much does Amicorp Wealth Services LLC manage?

Amicorp Wealth Services LLC reports $21.4 million in regulatory assets under management on its Form ADV.

How many employees does Amicorp Wealth Services LLC have?

Amicorp Wealth Services LLC reports 3 employees.

Where is Amicorp Wealth Services LLC located?

Amicorp Wealth Services LLC is based in Miami, FL and has been SEC-registered since 2022.

Does Amicorp Wealth Services LLC disclose fund performance?

Amicorp Wealth Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3050 Biscayne Boulevard, Suite 501, Miami, FL 33137
Phone(786) 8421075
Office hours9 a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$14.1M
Non-discretionary$7.3M
Total (RAUM)$21.4M