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BICE WEALTH MANAGEMENT LLC

MIAMI, FL · CRD 323979 · IAPD ↗ · 786-266-4597

$164.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2026 — BICE WEALTH MANAGEMENT LLC (MIAMI, FL) is newly SEC-registered with $147.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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