AdvisorCensus / Financial advisors / Florida / Miami / Bice Wealth Management LLC
Bice Wealth Management LLC
Filed as BICE WEALTH MANAGEMENT LLC
Bice Wealth Management LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Bice Wealth Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Bice Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.
How much does Bice Wealth Management LLC charge?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Up to $1,000,000: 1.75% a year; $1,000,001 to $3,000,000: 1.5% a year; $3,000,001 to $5,000,000: 1.25% a year; $5,000,001 to $10,000,000: 1% a year; Above $10,000,000: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Bice Wealth Management LLC located?
Bice Wealth Management LLC's principal office is in Miami, FL, according to its Form ADV.
Is Bice Wealth Management LLC registered with the SEC or a state?
Bice Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 323979.
How much does Bice Wealth Management LLC manage?
Bice Wealth Management LLC reports $164,479,827 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).
What types of clients does Bice Wealth Management LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (65).
Which custodians does Bice Wealth Management LLC use?
Bice Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banchile Inversiones, Bank Security, Bankunited, BCI Securities, Inc., Bice Inversiones (affiliated with the firm), Corredora de Bolsa Sura, S.A., Fynsa, HSBC Securities (USA) Inc., Itau International Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. LLC, Pershing LLC, Pictet and UBS Securities LLC as custodians holding 10% or more of its separately managed account assets.
Does Bice Wealth Management LLC 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/323979
Does Bice Wealth Management LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "BWM generally does not impose a minimum account size for establishing a relationship."
What changed in Bice Wealth Management LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $147,668,581 to $164,479,827 (+11%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1.75% |
| $1,000,001 to $3,000,000 | 1.5% |
| $3,000,001 to $5,000,000 | 1.25% |
| $5,000,001 to $10,000,000 | 1% |
| Above $10,000,000 | 0.75% |
The brochure's wording
Investment advisory fees are based off the annual rate ranging from 0.75% to 1.75%. Clients with more than $5,000,000 in assets under management may have fees that are negotiable at the sole discretion of the Adviser.
Assets Under Management BWM Base Fee Up to $1,000,000 1.75% $1,000,001 to $3,000,000 1.50% $3,000,001 to $5,000,000 1.25% $5,000,001 to $10,000,000 1.00% $10,000,000 and greater 0.75%
Account minimum: None
The brochure's wording
BWM generally does not impose a minimum account size for establishing a relationship.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$164,479,827 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $147,668,581 to $164,479,827 (+11%).
- January 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bice Wealth Management LLC (CRD 323979): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bice-wealth-management-llc-miami-fl-323979