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EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

MIAMI, FL · CRD 158905 · IAPD ↗ · efginternational.com · 305-482-8000

$2.30BRegulatory AUM
25Advisory reps
56Employees
0Clients
n/aPlanning clients
0Private funds
6States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
January 2026 — EFG ASSET MANAGEMENT (AMERICAS) CORP. is now doing business as EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
April 2025 — EFG ASSET MANAGEMENT (AMERICAS) CORP. notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — EFG ASSET MANAGEMENT (AMERICAS) CORP. reported RAUM up 27% ($1.51B -> $1.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — EFG ASSET MANAGEMENT (AMERICAS) CORP. grew from 4 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.