AMICORP WEALTH SERVICES LLC
DBA: AMICORP WEALTH SERVICES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $188.5M |
| Discretionary | $18.0M10% of AUM |
| Non-Discretionary | $170.5M |
| Client Accounts | 13 |
| Avg Account Size | $14.5M |
| Employees | 3 |
| Peak AUM | $188.5MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $189M | +780.7% | +22.0% | — | |
| Discretionary AUM | $18M | ||||
Key Metrics
| Total AUM | $188.5M |
| Discretionary | $18.0M |
| Employees | 3 |
| Client Accounts | 13 |
| Client Range | 0 |
Contact & Location
Address
3050 BISCAYNE BOULEVARD
MIAMI FL 33137
Phone
(786) 8421075
Filing History
16 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$18M
9.6% of AUM
Non-Discretionary
$170M
90.4% of AUM
Disc. mix ▼ 56.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Broker-Dealer CustodySurprise Exam
Related Entities (Item 7)
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