AMICORP WEALTH SERVICES

Overview

Amicorp Wealth Services is a limited liability company that registered with the SEC in 2022 and serves both high-net-worth individuals and institutional clients. The firm operates as an adviser and financial product salesperson, offering financial planning and portfolio management for individuals, small businesses and larger institutions. Its fee model combines percentage-of-AUM charges with fixed fees and commission-based arrangements. Investment activity is strongly equity oriented: the firm shows a clear preference for exchange-traded equities and uses liquid public securities as the backbone of client portfolios. Amicorp also allocates to third‑party alternative managers across private equity, venture capital, hedge funds, real estate and commodities, which it layers onto public equity exposures. The firm has affiliations across brokerage, banking and trust channels and acts in sponsor or managing member roles for pooled vehicles when it deploys or structures private investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices