Efg Private Wealth Management (Americas) Corp.
Miami, FL·SEC-registered · CRD #158905
Efg Private Wealth Management (Americas) Corp. is an SEC-registered investment advisory firm in Miami, FL managing $2.3B across 704 client accounts, with 25 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.3B
Client accounts
704
Advisory staff
25
Fee model
Fee-based
How Efg Private Wealth Management (Americas) Corp. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Efg Private Wealth Management (Americas) Corp.
How much does Efg Private Wealth Management (Americas) Corp. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Efg Private Wealth Management (Americas) Corp. reports $2.3B in regulatory assets under management across roughly 704 client accounts.
How does Efg Private Wealth Management (Americas) Corp. charge?
Efg Private Wealth Management (Americas) Corp. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Efg Private Wealth Management (Americas) Corp. a fiduciary?
Yes. Efg Private Wealth Management (Americas) Corp. is registered with the U.S. Securities and Exchange Commission (CRD #158905), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Efg Private Wealth Management (Americas) Corp. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Efg Private Wealth Management (Americas) Corp. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Miami, FL
Profile compiled from Efg Private Wealth Management (Americas) Corp.'s public SEC Form ADV filing (CRD #158905, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Efg Private Wealth Management (Americas) Corp.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Efg Private Wealth Management (Americas) Corp.? Claim this profile.