EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

CRD 158905File 801-72773

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.30B

Top 25% of cohort (national)

Discretionary AUM

$1.95B

Non-discretionary $354.1M

Clients

478

696 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Oct 3, 2011
Principal office: 701 BRICKELL AVENUE, SUITE 1310, MIAMI, FL, 33131
Phone: 305-482-8000
Website: https://www.efginternational.com/us.html

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.30B
Discretionary AUM: $1.95B
Non-discretionary AUM: $354.1M
Discretionary accounts: 688
Non-discretionary accounts: 8
Total accounts: 696
AUM per client: $4.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	170	$1.11B
Charitable organizations	Fewer than 5	$9.8M
High net worth individuals	205	$735.5M
Banking or thrift institutions	Fewer than 5	$371.5M
Individuals (other than high net worth individuals)	103	$77.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: Yes
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11C1
Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	479	478
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.