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AMICORP WEALTH SERVICES
Legal name: AMICORP WEALTH SERVICES LLC
CRD 319247File 801-125013
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$188.5M
Bottom 25% of cohort (national)
Discretionary AUM
$18.0M
Non-discretionary $170.5M
Clients
13
13 accounts
Employees
3
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 13, 2022
- Principal office
- 3050 BISCAYNE BOULEVARD, SUITE 501, MIAMI, FL, 33137
- Phone
- (786) 8421075
- Website
- https://www.amicorp.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $188.5M
- Discretionary AUM
- $18.0M
- Non-discretionary AUM
- $170.5M
- Discretionary accounts
- 9
- Non-discretionary accounts
- 4
- Total accounts
- 13
- AUM per client
- $14.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $18.0M |
| Banking or thrift institutions | Fewer than 5 | $169.5M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $993K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2026 | Clients | 17 | 13 | decreased by4 |
| Apr 1, 2026 | AUM | $172,439,345 | $188,503,783 | increased by$16,064,438 |
| Apr 1, 2026 | Accounts | 17 | 13 | decreased by4 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 2 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 15 | 17 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $21,404,465 | $172,439,345 | increased by$151,034,880 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 15 | 17 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1 | 3 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 15 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $103,700,000 | $21,404,465 | decreased by$82,295,535 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3 | 15 | increased by12 |
| Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Oct 1, 2022 | AUM | $0 | $103,700,000 | increased by$103,700,000 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMICORP WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMICORP WEALTH” 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.