BICE WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2025

Total AUM

$164M

Discretionary

0% of AUM

Avg account

$2.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 323979
Registered since: December 11, 2025
Website: banco.bice.cl
Custodians: PERSHING LLC, UBS FINANCIAL SERVICES INC., BCI SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PICTET, BANCHILE INVERSIONES, MORGAN STANLEY & CO. LLC, HSBC, BICE INVERSIONES, ITAU INTERNATIONAL SECURITIES, CORREDORA DE BOLSA SURA, S.A., BANKUNITED, FYNSA, BANK SECURITY
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI100%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bice Wealth Management LLC is a limited liability company registered with the SEC in 2025 that provides portfolio management for individuals, families and small businesses. The firm reports a client base made up of individual and family accounts and charges fees on a percentage-of-AUM basis as well as hourly fees. It identifies as not being a capital allocator or an active ESG investor and reports that it operates primarily in a non-discretionary capacity. Ownership is a mix of a domestic entity and an individual, and the firm lists affiliations across the financial services ecosystem, including broker-dealers, other registered advisers, banking and thrift institutions, insurance companies, and roles as sponsor/GP/managing member of pooled investment vehicles.