Patricio Ureta Lyon is a control person of Bice Wealth Management and directly owns under 5% of it.
Bice Wealth Management is an investment adviser based in Miami, FL, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $164 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7652758
- Firm
- Bice Wealth Management · CRD 323979
- Role
- CCO
- In role since
- September 2022 · 4 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Miami, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Patricio Ureta Lyon work?
Patricio Ureta Lyon has been CCO of Bice Wealth Management LLC since September 2022, and is a control person of the firm.
How can I verify Patricio Ureta Lyon’s record?
Patricio Ureta Lyon’s role is listed on Bice Wealth Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 323979.