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AMICORP WEALTH SERVICES

MIAMI, FL · CRD 319247 · IAPD ↗ · amicorp.com · (786) 8421075

$188.5MRegulatory AUM
2Advisory reps
3Employees
13Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
December 2025 — AMICORP WEALTH SERVICES reported RAUM up 706% ($21.4M -> $172.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
December 2025 — AMICORP WEALTH SERVICES now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
45
April 2025 — AMICORP WEALTH SERVICES reported RAUM down 82% ($119.2M -> $21.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
65
April 2024 — AMICORP WEALTH SERVICES now reports custody of client assets ($2.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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