Bice Wealth Management provides portfolio management for individuals and small businesses.
Bice Wealth Management reports 65 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $164M across 65 accounts are not. Of its clients, 87% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 65 | $164M | 100.0% | $2.53M |
| Total | 65 | $164M | 100% | $2.53M |
- Clients
- 65
- Regulatory AUM
- $164M
- AUM share
- 100.0%
- Avg. per client
- $2.53M
Total
- Clients
- 65
- Regulatory AUM
- $164M
- AUM share
- 100%
- Avg. per client
- $2.53M
- Clients outside the U.S.
- 87%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Bice Wealth Management charges 0.75%–1.75% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Consulting services
- Billed hourly at up to $500 per hour, or as a fixed fee based on an estimated number of hours; consulting fees may be negotiable.
Bice US Inc owns 75% or more of Bice Wealth Management and is in turn owned by Bice Chileconsult Internacional Ltda. (75% or more). It has 3 employees, 2 of them in advisory roles.
Leadership
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Bice Wealth Management LLC
Bice US Inc
Control person · since September 2022
- Owns 75% or more of Bice US Inc
Bice Chileconsult Internacional Ltda.
Control person · since September 2023
- Owns 75% or more of Bice Chileconsult Internacional Ltda.
Bicecorp S.a.
Control person · since September 2023
- Owns 25% to 50% of Bicecorp S.a.
Servicios Y Consultoria Ltda.
Control person · since September 2022
Besides its headquarters, Bice Wealth Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 1000 Brickell Ave, Suite 500, MiamiHQ
Contact and registration details
- Legal name
- Bice Wealth Management LLC
- Headquarters
- 1000 Brickell Ave, Suite 500, Miami, FL 33131
- Website
- Not reported
- Phone
- 786-266-4597
- SEC file
- 801-134990
- Structure
- Florida LLC
- Fiscal year end
- December
Bice Wealth Management uses Pershing ($56M, 34%), UBS Securities ($27.1M, 16%) and Bci Securities ($20M, 12%), among others, as custodians for its separately managed accounts. Bice Wealth Management does not have custody of client assets.
- Morgan StanleyMorgan Stanley & Co. LLC · New York, NY · $11M7%
- HSBC Securities (USA)HSBC Securities (USA) Inc. · Miami, FL · $6.12M4%
- Bci SecuritiesBci Securities, Inc. · Miami, FL · $20M12%
- Bice InversionesBice Inversiones · Santiago · $5.65M3%
- Corredora De Bolsa Sura, S.a.Corredora De Bolsa Sura, S.a. · Santiago · $917K1%
- OtherUBS Securities, Merrill Lynch, Pierce, Fenner & Smith, Itau International Securities, Banchile Inversiones, Pictet, Pershing, Bankunited, Finanzas Y Negocios S.a.corredores De Bolsa73%
At year end, Bice Wealth Management’s separately managed accounts were largely in funds (43%) and stocks (34%).
What the accounts hold
- Stocks34%
- Exchange-traded equities28%
- Non-exchange-traded equities6%
- Funds43%
- Registered funds29%
- Pooled vehicles14%
- Bonds12%
- U.S. government and agency bonds9%
- Investment grade corporate bonds3%
- Cash10%
- Other1%
- Derivatives1%
How many clients does Bice Wealth Management have?
Bice Wealth Management has 65 clients and manages $164 million for them, as of March 2026. They include 65 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Bice Wealth Management offer?
Bice Wealth Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bice Wealth Management charge?
Bice Wealth Management charges 0.75%–1.75% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Source: BICE WEALTH MGMT - ADV PT 2A AND PRIVACY POLICY, filed 30 March 2026
Which custodians does Bice Wealth Management use?
Bice Wealth Management’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $56M, UBS Securities LLC (New York, NY), with $27.1M, Bci Securities, Inc. (Miami, FL), with $20M, Merrill Lynch, Pierce, Fenner & Smith Incorporated (New York, NY), with $12.6M, Pictet (Geneva), with $11.9M, Banchile Inversiones (Las Condes), with $11.2M, Morgan Stanley & Co. LLC (New York, NY), with $11M, HSBC Securities (USA) Inc. (Miami, FL), with $6.12M, Bice Inversiones (Santiago), with $5.65M, Itau International Securities Inc. (Miami, FL), with $953K, Corredora De Bolsa Sura, S.a. (Santiago), with $917K, Bankunited (Miami Lakes, FL), with $754K and Finanzas Y Negocios S.a.corredores De Bolsa (Santiago), with $216K. The filing also lists Bank Security with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Bice Wealth Management have?
Bice Wealth Management has 3 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 Bice Wealth Management invest in?
At the end of its last fiscal year, Bice Wealth Management’s separately managed accounts held 29% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 14% pooled vehicles (private funds and similar), 10% cash and equivalents, 9% U.S. government and agency bonds, 6% non-exchange-traded equities, 3% investment grade corporate bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bice Wealth Management?
Bice Wealth Management is owned through a chain of holding companies by Servicios Y Consultoria Ltda. Its direct owner is Bice US Inc (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Bice Wealth Management get paid?
Bice Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or 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 Bice Wealth Management?
Bice Wealth Management’s main office is at 1000 Brickell Ave, Suite 500, Miami, FL 33131. Its phone number is 786-266-4597.