{"url":"https://nivawealth.com/firms/bice-wealth-management-323979","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/323979","regulatoryAum":164479827,"crd":"323979","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7652706","suffix":null,"lastName":"LABORDE PIZARRO","firstName":"LUIS FELIPE","middleName":null},{"crd":"7951909","suffix":null,"lastName":"Sepulveda","firstName":"Luis","middleName":null},{"crd":"5510573","suffix":null,"lastName":"WIELANDT LABBE","firstName":"ANDRES","middleName":null}],"total":3,"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"},"secFileNumber":"801-134990","legalName":"Bice Wealth Management LLC","displayName":"Bice Wealth Management","slug":"bice-wealth-management-323979","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1000 Brickell Ave, Suite 500","city":"Miami","state":"FL","stateName":"Florida","country":"United States","postalCode":"33131"},"tradeNames":[],"registration":{"secApproved":"11 December 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2530458.876923077,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":164479827,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":164479827,"nonDiscretionaryAccounts":65,"wrapProgram":null,"nonUsClientsPct":87,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":65,"regulatoryAum":164479827}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034138","versionId":1034138,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-03-30","documentName":"BICE WEALTH MGMT - ADV PT 2A AND PRIVACY POLICY","fee_rate_low":0.75,"fee_rate_high":1.75,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consulting services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034138","versionId":1034138,"submittedOn":"2026-03-30","documentName":"BICE WEALTH MGMT - ADV PT 2A AND PRIVACY POLICY"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:22:35.354613+00:00","documents":[{"name":"BICE WEALTH MGMT - ADV PT 2A AND PRIVACY POLICY","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034138","versionId":1034138,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Morgan Stanley & Co. LLC","shortName":"Morgan Stanley","location":"New York, NY","smaAssets":10975941},{"name":"Bankunited","shortName":"Bankunited","location":"Miami Lakes, FL","smaAssets":754000},{"name":"HSBC Securities (USA) Inc.","shortName":"HSBC Securities (USA)","location":"Miami, FL","smaAssets":6122858},{"name":"Bci Securities, Inc.","shortName":"Bci Securities","location":"Miami, FL","smaAssets":20012646},{"name":"Bice Inversiones","shortName":"Bice Inversiones","location":"Santiago","smaAssets":5650033},{"name":"Corredora De Bolsa Sura, S.a.","shortName":"Corredora De Bolsa Sura, S.a.","location":"Santiago","smaAssets":917471},{"name":"UBS Securities LLC","shortName":"UBS Securities","location":"New York, NY","smaAssets":27136030},{"name":"Merrill Lynch, Pierce, Fenner & Smith Incorporated","shortName":"Merrill Lynch, Pierce, Fenner & Smith","location":"New York, NY","smaAssets":12606812},{"name":"Finanzas Y Negocios S.a.corredores De Bolsa","shortName":"Finanzas Y Negocios S.a.corredores De Bolsa","location":"Santiago","smaAssets":216295},{"name":"Itau International Securities Inc.","shortName":"Itau International Securities","location":"Miami, FL","smaAssets":953391},{"name":"Banchile Inversiones","shortName":"Banchile Inversiones","location":"Las Condes","smaAssets":11197498},{"name":"Pictet","shortName":"Pictet","location":"Geneva","smaAssets":11892063},{"name":"Bank Security","shortName":"Bank Security","location":"Santiago","smaAssets":0},{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":56044788}],"custodyNote":"Bice Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Luis Felipe Laborde Pizarro","title":"CIO","crd":"7652706"},{"name":"Patricio Ureta Lyon","title":"CCO","crd":"7652758"}],"ownership":[{"label":"Bice US Inc","detail":"100% owner in the 75% or more ownership band and a control person, since September 2022."},{"label":"Bice Chileconsult Internacional Ltda.","detail":"Indirect owner: a holding company of Bice US Inc in the 75% or more band and a control person, since September 2023.","parent":"Bice US Inc"},{"label":"Bicecorp S.a.","detail":"Indirect owner: a owner of Bice Chileconsult Internacional Ltda. in the 75% or more band and a control person, since September 2023.","parent":"Bice Chileconsult Internacional Ltda."},{"label":"Servicios Y Consultoria Ltda.","detail":"Indirect owner: a holding company of Bicecorp S.a. in the 25% to 50% band and a control person, since September 2022.","parent":"Bicecorp S.a."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1000 Brickell Ave, Suite 500","city":"Miami","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"786-266-4597","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Portfolio management for individuals and/or small businesses","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":28},{"label":"Non-exchange-traded equity securities","percent":6},{"label":"U.S. government/agency bonds","percent":9},{"label":"Investment grade corporate bonds","percent":3},{"label":"Derivatives","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":29},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":14},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/323979/PDF/323979.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034138","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bice Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bice Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bice Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bice Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bice Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bice Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bice Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bice Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bice Wealth Management?","answer":"Bice Wealth Management’s main office is at 1000 Brickell Ave, Suite 500, Miami, FL 33131. Its phone number is 786-266-4597.","source":"Form ADV Part 1A, Item 1.F, filed 30 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."}