← Directory
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.
CRD 158905File 801-72773
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.30B
Top 25% of cohort (national)
Discretionary AUM
$1.95B
Non-discretionary $354.1M
Clients
478
696 accounts
Employees
56
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
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 479 | 478 | decreased by1 |
| Apr 1, 2026 | Employees | 44 | 56 | increased by12 |
| Apr 1, 2026 | Clients | 438 | 479 | increased by41 |
| Apr 1, 2026 | AUM | $1,915,401,213 | $2,301,686,106 | increased by$386,284,893 |
| Apr 1, 2026 | Accounts | 678 | 696 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 44 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 806 | 438 | decreased by368 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,910,262,803 | $1,915,401,213 | increased by$5,138,410 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 809 | 678 | decreased by131 |
| Apr 1, 2022 | Employees | 18 | 9 | decreased by9 |
| Apr 1, 2022 | Clients | 671 | 806 | increased by135 |
| Apr 1, 2022 | AUM | $1,723,140,742 | $1,910,262,803 | increased by$187,122,061 |
| Apr 1, 2022 | Accounts | 671 | 809 | increased by138 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EFG PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EFG PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.