{"url":"https://nivawealth.com/firms/amicorp-wealth-services-319247","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/319247","regulatoryAum":188503783,"crd":"319247","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2678703","suffix":null,"lastName":"ALAYO RIERA","firstName":"LUIS","middleName":"JACOB"},{"crd":"7172608","suffix":null,"lastName":"Hortala Vallve","firstName":"Carme","middleName":null}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-04-19","regulatoryAum":0,"clients":0,"employees":1,"offices":1},{"filedOn":"2023-03-27","regulatoryAum":103700000,"clients":1,"employees":1,"offices":1},{"filedOn":"2024-06-07","regulatoryAum":119186931,"clients":18,"employees":1,"offices":1},{"filedOn":"2025-04-02","regulatoryAum":21404465,"clients":15,"employees":3,"offices":1},{"filedOn":"2026-03-24","regulatoryAum":188503783,"clients":13,"employees":3,"offices":1}],"secFileNumber":"801-125013","legalName":"Amicorp Wealth Services LLC","displayName":"Amicorp Wealth Services","slug":"amicorp-wealth-services-319247","website":null,"logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/319247/4cd2b5eeb27e7ee6-r1.webp","tone":"dark","width":683,"height":200,"sourceUrl":"https://amicorp.com/","sourceLabel":"Amicorp Wealth Services, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"linkedinUrl":"https://linkedin.com/company/amicorp/","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3050 Biscayne Boulevard, Suite 501","city":"Miami","state":"FL","stateName":"Florida","country":"United States","postalCode":"33137"},"tradeNames":[],"registration":{"secApproved":"13 May 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":188503783,"discretionary":18005668,"discretionaryAccounts":9,"nonDiscretionary":170498115,"nonDiscretionaryAccounts":4,"wrapProgram":null,"nonUsClientsPct":84,"nonAumClients":13},"clientTypes":[{"label":"Individuals (other than HNW)","clients":2,"fewerThan5":true,"regulatoryAum":992945},{"label":"Banking or thrift institutions","clients":2,"fewerThan5":true,"regulatoryAum":169505170},{"label":"Corporations and other businesses","clients":9,"regulatoryAum":18005668}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Stonex Financial Inc.","shortName":"Stonex Financial","location":"Winter Park, FL","smaAssets":21503875},{"name":"Wedbush Securities Inc.","shortName":"Wedbush Securities","location":"Los Angeles, CA","smaAssets":0},{"name":"Morgan Stanley Smith Barney LLC","shortName":"Morgan Stanley","location":"New York, NY","smaAssets":2566313},{"name":"Neue Privat Bank Ag (NPB)","shortName":"Neue Privat Bank Ag (NPB)","location":"Zurich","smaAssets":164433594}],"custodyNote":"Amicorp Wealth Services has custody of $1.23M in client assets for 2 clients.","otherCustodians":[],"leadership":[{"name":"Carme Hortala Vallve","title":"Chief Compliance Officer","crd":"7172608"},{"name":"Luis Alayo Riera","title":"Senior Managing Director","crd":"2678703"},{"name":"Peter Biggs","title":"Manager","crd":"7510921"},{"name":"Hans Herrmann","title":"Manager","crd":"7714995"}],"ownership":[{"label":"Amicorp Capital Limited","detail":"Direct owner in the 75% or more ownership band and a control person, since December 2024."},{"label":"Amicorp Limited","detail":"Indirect owner: a owner of Amicorp Capital Limited in the 75% or more band and a control person, since February 2021.","parent":"Amicorp Capital Limited"},{"label":"Amicorp Investments LTD.","detail":"Indirect owner: a owner of Amicorp Limited in the 75% or more band and a control person, since March 2014.","parent":"Amicorp Limited"},{"label":"United Investment and Consultancy Co. LTD.","detail":"Indirect owner: a owner of Amicorp Investments LTD. in the 50% to 75% band and a control person, since December 2005.","parent":"Amicorp Investments LTD."},{"label":"Keystone Investment Management LTD","detail":"Indirect owner: a owner of United Investment and Consultancy Co. LTD. in the 75% or more band and a control person, since December 2005.","parent":"United Investment and Consultancy Co. LTD."},{"label":"The Keystone Heritage Trust","detail":"Indirect owner: a owner of Keystone Investment Management LTD in the 75% or more band and a control person, since December 2005.","parent":"Keystone Investment Management LTD"},{"label":"Keystone Trustees Limited","detail":"Indirect owner: trustee of The Keystone Heritage Trust and a control person, since December 2005.","parent":"The Keystone Heritage Trust"},{"label":"Antonius Knipping","detail":"Indirect owner: a beneficiary ubo of The Keystone Heritage Trust in the 75% or more band and a control person, since December 2005.","parent":"The Keystone Heritage Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"3050 Biscayne Boulevard, Suite 501","city":"Miami","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"786-842-1075","stateRegisteredReps":2,"otherAdviserReps":2,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Commissions"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":91},{"label":"Investment grade corporate bonds","percent":5},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":3},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"24 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/319247/PDF/319247.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Amicorp Wealth Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Amicorp Wealth Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Amicorp Wealth Services use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Amicorp Wealth Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Amicorp Wealth Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Amicorp Wealth Services?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Amicorp Wealth Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Amicorp Wealth Services?","answer":"Amicorp Wealth Services’ main office is at 3050 Biscayne Boulevard, Suite 501, Miami, FL 33137. Its phone number is 786-842-1075.","source":"Form ADV Part 1A, Item 1.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}