# Amicorp Wealth Services

> Amicorp Wealth Services is an SEC-registered investment advisory firm in Miami, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 319247
- Filed as: AMICORP WEALTH SERVICES
- Legal name: Amicorp Wealth Services LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319247
- AdvisorCensus page: https://advisorcensus.com/firm/amicorp-wealth-services-miami-fl-319247

## Quick answers

**How is Amicorp Wealth Services compensated?**
On its Form ADV (Item 5.E, October 2026), Amicorp Wealth Services reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions.

**Where is Amicorp Wealth Services located?**
Amicorp Wealth Services' principal office is in Miami, FL, according to its Form ADV.

**Is Amicorp Wealth Services registered with the SEC or a state?**
Amicorp Wealth Services is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319247.

**How much does Amicorp Wealth Services manage?**
Amicorp Wealth Services reports $188,503,783 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (10% discretionary).

**How have Amicorp Wealth Services' assets and staff changed since 2022?**
In the Form ADV data for Amicorp Wealth Services: Regulatory assets under management: $103,700,000 in the October 2022 data and $188,503,783 in the October 2026 data, up 82%. Total employees: 1 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Amicorp Wealth Services serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (9); individuals (other than high net worth individuals) (2); banking or thrift institutions (2).

**Which custodians does Amicorp Wealth Services use?**
Amicorp Wealth Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley, NPB, Stonex Financial Inc. and Wedbush Securities Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Amicorp Wealth Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319247

**Does Amicorp Wealth Services state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "Our cumulative minimum account is $500,000.00, however, based on various facts and circumstances, the advisor may, at its sole discretion, accept accounts of lower value."

**What changed in Amicorp Wealth Services' recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $21,404,465 to $172,439,345 (+706%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Our cumulative minimum account is $500,000.00, however, based on various facts and circumstances, the advisor may, at its sole discretion, accept accounts of lower value.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Morgan Stanley
- NPB
- Stonex Financial Inc.
- Wedbush Securities Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $188,503,783
- Discretionary: $18,005,668
- Non-discretionary: $170,498,115

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $992,945 |
| Banking or thrift institutions | 2 | $169,505,170 |
| Corporations or other businesses not listed above | 9 | $18,005,668 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- amicorp.com
- LinkedIn @amicorp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $103,700,000 | 1 | September 8, 2022 |
| October 2023 | $103,700,000 | 1 | March 27, 2023 |
| October 2024 | $119,186,931 | 1 | June 7, 2024 |
| October 2025 | $21,404,465 | 3 | April 2, 2025 |
| October 2026 | $188,503,783 | 3 | March 24, 2026 |

Regulatory assets under management: $103,700,000 in the October 2022 data and $188,503,783 in the October 2026 data, up 82%.
Total employees: 1 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $21,404,465 to $172,439,345 (+706%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Amicorp Wealth Services (CRD 319247): Form ADV filing data as of October 2026.