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 Aug 17, 2026

Regulatory AUM

$188.5M

Bottom 25% of cohort (national)

Discretionary AUM

$18.0M

Non-discretionary $170.5M

Clients

13 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.