{
  "crd_number": 323979,
  "slug": "bice-wealth-management-llc-miami-fl-323979",
  "primary_business_name": "BICE WEALTH MANAGEMENT LLC",
  "legal_name": "BICE WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-11",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 164479827.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 164479827.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 164479827.0,
      "count": 65
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323979",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/bice-wealth-management-llc-miami-fl-323979",
  "display_name": "Bice Wealth Management LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Bice Wealth Management LLC (CRD 323979): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Bice Wealth Management LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Bice Wealth Management LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Bice Wealth Management LLC located?",
      "a": "Bice Wealth Management LLC's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Bice Wealth Management LLC registered with the SEC or a state?",
      "a": "Bice Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 323979."
    },
    {
      "q": "How much does Bice Wealth Management LLC manage?",
      "a": "Bice Wealth Management LLC reports $164,479,827 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Bice Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (65)."
    },
    {
      "q": "Which custodians does Bice Wealth Management LLC use?",
      "a": "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."
    },
    {
      "q": "Does Bice Wealth Management LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Bice Wealth Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"BWM generally does not impose a minimum account size for establishing a relationship.\""
    },
    {
      "q": "What changed in Bice Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $147,668,581 to $164,479,827 (+11%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $147,668,581 to $164,479,827 (+11%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1.75%"
      },
      {
        "band": "$1,000,001 to $3,000,000",
        "rate": "1.5%"
      },
      {
        "band": "$3,000,001 to $5,000,000",
        "rate": "1.25%"
      },
      {
        "band": "$5,000,001 to $10,000,000",
        "rate": "1%"
      },
      {
        "band": "Above $10,000,000",
        "rate": "0.75%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "BWM generally does not impose a minimum account size for establishing a relationship."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.75
        },
        {
          "min": 1000001.0,
          "max": 3000000.0,
          "rate_pct": 1.5
        },
        {
          "min": 3000001.0,
          "max": 5000000.0,
          "rate_pct": 1.25
        },
        {
          "min": 5000001.0,
          "max": 10000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 10000000.0,
          "max": null,
          "rate_pct": 0.75
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%",
      "BWM generally does not impose a minimum account size for establishing a relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Banchile Inversiones",
      "name_as_filed": "BANCHILE INVERSIONES",
      "affiliated": false
    },
    {
      "name": "Bank Security",
      "name_as_filed": "BANK SECURITY",
      "affiliated": false
    },
    {
      "name": "Bankunited",
      "name_as_filed": "BANKUNITED",
      "affiliated": false
    },
    {
      "name": "BCI Securities, Inc.",
      "name_as_filed": "BCI SECURITIES, INC.",
      "affiliated": false
    },
    {
      "name": "Bice Inversiones",
      "name_as_filed": "BICE INVERSIONES",
      "affiliated": true
    },
    {
      "name": "Corredora de Bolsa Sura, S.A.",
      "name_as_filed": "CORREDORA DE BOLSA SURA, S.A.",
      "affiliated": false
    },
    {
      "name": "Fynsa",
      "name_as_filed": "FYNSA",
      "affiliated": false
    },
    {
      "name": "HSBC Securities (USA) Inc.",
      "name_as_filed": "HSBC SECURITIES (USA) INC.",
      "affiliated": false
    },
    {
      "name": "Itau International Securities Inc.",
      "name_as_filed": "ITAU INTERNATIONAL SECURITIES INC.",
      "affiliated": false
    },
    {
      "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated",
      "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley & Co. LLC",
      "name_as_filed": "MORGAN STANLEY & CO. LLC",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    },
    {
      "name": "Pictet",
      "name_as_filed": "PICTET",
      "affiliated": false
    },
    {
      "name": "UBS Securities LLC",
      "name_as_filed": "UBS SECURITIES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/bice-wealth-management-llc-miami-fl-323979.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 164479827.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323979",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}