Amicorp Wealth Services provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Amicorp Wealth Services reports 13 clients. They include 9 corporations and other businesses, 2 individuals, and 2 banking or thrift institutions. Of its assets, 9.6% ($18M across 9 accounts) are managed with discretion; $170M across 4 accounts are not. Of its clients, 84% are outside the U.S. It advised 13 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 15% | <1% |
| Banking or thrift institutions | 15% | 90% |
| Corporations and other businesses | 69% | 10% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $993K | 0.5% | $496K |
| Banking or thrift institutions | Fewer than 5 | $170M | 89.9% | $84.8M |
| Corporations and other businesses | 9 | $18M | 9.6% | $2M |
| Total | 13 | $189M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $993K
- AUM share
- 0.5%
- Avg. per client
- $496K
- Clients
- Fewer than 5
- Regulatory AUM
- $170M
- AUM share
- 89.9%
- Avg. per client
- $84.8M
- Clients
- 9
- Regulatory AUM
- $18M
- AUM share
- 9.6%
- Avg. per client
- $2M
Total
- Clients
- 13
- Regulatory AUM
- $189M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 84%
- Clients advised without assets under management last fiscal year
- 13
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Amicorp Wealth Services is paid through a percentage of assets under management, fixed fees (other than subscription fees) and commissions; its fees and minimums are set out in its brochures on the SEC website.
Amicorp Capital Limited owns 75% or more of Amicorp Wealth Services and is in turn owned by Amicorp Limited (75% or more). The leadership team of Amicorp Wealth Services includes Chief Compliance Officer Carme Hortala Vallve. It has 3 employees, 2 of them in advisory roles.
Leadership
- Carme Hortala VallveChief Compliance Officer
- Luis Alayo RieraSenior Managing Director
- Peter BiggsManager
- Hans HerrmannManager
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Luis Jacob Alayo Riera
- Carme Hortala Vallve
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Amicorp Wealth Services LLC
Amicorp Capital Limited
Control person · since December 2024
- Owns 75% or more of Amicorp Capital Limited
Amicorp Limited
Control person · since February 2021
- Owns 75% or more of Amicorp Limited
Amicorp Investments LTD.
Control person · since March 2014
- Owns 50% to 75% of Amicorp Investments LTD.
United Investment and Consultancy Co. LTD.
Control person · since December 2005
- Owns 75% or more of United Investment and Consultancy Co. LTD.
Keystone Investment Management LTD
Control person · since December 2005
- Owns 75% or more of Keystone Investment Management LTD
The Keystone Heritage Trust
Control person · since December 2005
- Owns 75% or more of The Keystone Heritage Trust
Antonius Knipping
Control person · since December 2005
Keystone Trustees Limited
Trustee · Control person · since December 2005
Amicorp Wealth Services’ regulatory assets grew Infinity× from $0 (April 2022) to $189M (March 2026); employees rose from 1 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $189M | 13 | 3 | 1 |
| April 2025 | $21.4M | 15 | 3 | 1 |
| June 2024 | $119M | 18 | 1 | 1 |
| March 2023 | $104M | 1 | 1 | 1 |
| April 2022 | $0 | 0 | 1 | 1 |
Besides its headquarters, Amicorp Wealth Services has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 3050 Biscayne Boulevard, Suite 501, MiamiHQ
Contact and registration details
- Legal name
- Amicorp Wealth Services LLC
- Headquarters
- 3050 Biscayne Boulevard, Suite 501, Miami, FL 33137
- Website
- Not reported
- Phone
- 786-842-1075
- @amicorp
- SEC file
- 801-125013
- Structure
- Florida LLC
- Fiscal year end
- December
Amicorp Wealth Services uses Neue Privat Bank Ag (NPB) ($164M, 87%), Stonex Financial ($21.5M, 11%) and Morgan Stanley ($2.57M, 1%), among others, as custodians for its separately managed accounts. Amicorp Wealth Services has custody of $1.23M in client assets for 2 clients.
- Stonex FinancialStonex Financial Inc. · Winter Park, FL · $21.5M11%
- Morgan StanleyMorgan Stanley Smith Barney LLC · New York, NY · $2.57M1%
- Neue Privat Bank Ag (NPB)Neue Privat Bank Ag (NPB) · Zurich · $164M87%
At year end, Amicorp Wealth Services’ separately managed accounts were mostly in stocks (91%).
What the accounts hold
- Stocks91%
- Funds3%
- Bonds5%
- Cash1%
How many clients does Amicorp Wealth Services have?
Amicorp Wealth Services has 13 clients and manages $189 million for them, as of March 2026. They include 9 corporations and other businesses, 2 individuals, and 2 banking or thrift institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Amicorp Wealth Services offer?
Amicorp Wealth Services provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Amicorp Wealth Services use?
Amicorp Wealth Services’ separately managed account assets are held at Neue Privat Bank Ag (NPB) (Zurich), with $164M, Stonex Financial Inc. (Winter Park, FL), with $21.5M and Morgan Stanley Smith Barney LLC (New York, NY), with $2.57M. The filing also lists Wedbush Securities Inc. with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Amicorp Wealth Services have?
Amicorp Wealth Services has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Amicorp Wealth Services invest in?
At the end of its last fiscal year, Amicorp Wealth Services’ separately managed accounts held 91% exchange-traded equities, 5% investment grade corporate bonds, 3% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Amicorp Wealth Services?
Amicorp Wealth Services is owned through a chain of holding companies by Antonius Knipping. Its direct owner is Amicorp Capital Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Amicorp Wealth Services get paid?
Amicorp Wealth Services is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Amicorp Wealth Services?
Amicorp Wealth Services’ main office is at 3050 Biscayne Boulevard, Suite 501, Miami, FL 33137. Its phone number is 786-842-1075.