Data / Investment advisers / Florida / Amicorp Wealth Services
Amicorp Wealth Services, Miami, FL: $189 million AUM, SEC registered investment adviser
Amicorp Wealth Services is an SEC registered investment adviser with its main office in Miami, Florida and reports $189 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include banks and thrifts, corporations and other businesses and individuals. It is paid through a percentage of assets under management, fixed fees and commissions.
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- Registration
- SEC registered investment adviser
- CRD number
- 319247
- SEC file number
- 801-125013
- SEC status
- Approved, effective May 13, 2022
- Legal name
- Amicorp Wealth Services LLC
- Main office
- 3050 Biscayne Boulevard Suite 501, Miami, FL 33137
- Phone
- (786) 842-1075
- Website
- amicorp.com
- Regulatory AUM
- $188,503,783 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $18,005,668
- Non discretionary AUM
- $170,498,115
- Accounts
- 13
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, commissions
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 2 | $169.5 million |
| Corporations or other businesses | 9 | $18 million |
| Individuals (other than high net worth individuals) | 2 | $992,945 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $188.5 million | March 24, 2026 |
| December 1, 2025 | $172.4 million | October 9, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Level One Fund | Miami | $201.5 million | 2 | adviserinfo.sec.gov |
| Saul Wealth Advisors, LLC | Miami | $201.5 million | Not listed | adviserinfo.sec.gov |
| Balance Capital Partners L.P. | Miami | $195.7 million | 2 | adviserinfo.sec.gov |
| Numa | Miami | $192.7 million | Not listed | adviserinfo.sec.gov |
| Calumet Capital Partners LLC | Miami | $191 million | Not listed | adviserinfo.sec.gov |
| Picea Capital LLC | Miami | $186.8 million | Not listed | adviserinfo.sec.gov |
| Chronos Capital Advisors LLC | Miami | $181.1 million | Not listed | adviserinfo.sec.gov |
| Allaria Asset Management, LLC | Miami | $179.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving banks and thrifts
- Advisers serving corporations and other businesses
- Amicorp Wealth Services on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.