RIA Intel›Advisers›Florida›EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

Advisory

N·MIAMI, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$2.3B
1-Year AUM Growth
+3.8%
3-Year CAGR
-4.1%
Employees
25
Assets Under Management
Total AUM$2.3B
Discretionary AUM$1.9B
Non-Discretionary AUM$354M
Discretionary %84.6%
Total Clients438
Team
Total Employees25
Investment Advisers56
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record49
First FilingSep 23, 2011
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 49 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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