SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Amicorp Wealth Services
Miami, FL
Amicorp Wealth Services LLC, CRD 319247
Firm filing updated March 24, 2026 ·
- $188.5MAssets
- 2Advisory staff
- 13Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- CommissionsYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- Performance-based feesNo
- OtherNo
Who the firm serves
- Corporations or other businesses9
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $992,945 |
| Banking or thrift institutions | Fewer than 5 clients | $169.5 million |
| Corporations or other businesses not listed above | 9 | $18.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Other: "RETIREMENT PLANNING AND CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "RETIREMENT PLANNING AND CONSULTING"
Assets and accounts
- Regulatory assets$188.5 million
- Accounts13
- Discretionary$18.0 million · 9 accounts
- Non-discretionary$170.5 million · 4 accounts
People
- Employees3
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Amicorp Wealth Services LLC SEC-registered investment advisor. CRD 319247, SEC file 801-125013.
- Registered with the SEC as an investment advisor (status date on record: May 13, 2022).
Is Amicorp Wealth Services a fiduciary?
Short answer: Amicorp Wealth Services is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.