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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

AMICORP WEALTH SERVICES

AMICORP WEALTH SERVICES LLC, CRD 319247

MIAMI, FL

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Search this name across graphsid dfx:ria:b65b3d68-d656-b738-6535-3c8ad837d4d8

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 0
Observed: Apr 13, 2022 to Mar 24, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.01 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $189MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $18.0M
Private client RAUM: $992,945derivedItem 5.D individuals plus high net worth individuals
Private client share: 1%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $94.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 13
Individual clients: 2
Custody, client assets: $1.2M
SEC number: 801-125013
CRD: 319247
Filings on the tape: 15
First filed: Apr 13, 2022
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, FL
Website: amicorp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Carme Hortala Vallve	n/a	CORAL GABLES, FL \| Barcelona \| MIAMI, FL	1	24	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALAYO RIERA, LUIS, JACOB	SENIOR MANAGING DIRECTOR	Na	yes	02/2022	Apr 13, 2022	Oct 9, 2024
AMICORP GROUP AG	DIRECT OWNER	E	yes	11/2021	Apr 13, 2022	Oct 9, 2024
AMICORP INVESTMENTS LTD.	Owner	E	yes	03/2014	Apr 13, 2022	Oct 9, 2024
AMICORP LIMITED	Owner	E	yes	02/2021	Apr 13, 2022	Oct 9, 2024
Biggs, Peter	Manager	Na	yes	11/2021	Apr 13, 2022	Oct 9, 2024
HERRMANN, HANS	Manager	Na	yes	02/2023	Mar 27, 2023	Oct 9, 2024
KEYSTONE INVESTMENT MANAGEMENT LTD	Owner	E	yes	12/2005	Apr 13, 2022	Oct 9, 2024
KEYSTONE TRUSTEES LIMITED	Trustee	F	yes	12/2005	Apr 13, 2022	Oct 9, 2024
Knipping, Antonius	BENEFICIARY UBO	E	yes	12/2005	Apr 13, 2022	Oct 9, 2024
THE KEYSTONE HERITAGE TRUST	Owner	E	yes	12/2005	Apr 13, 2022	Oct 9, 2024
UNITED INVESTMENT AND CONSULTANCY CO. LTD.	Owner	D	yes	12/2005	Apr 13, 2022	Oct 9, 2024
Hortala Vallve, Carme	CHIEF COMPLIANCE OFFICER	Na	no	07/2024	Oct 9, 2024	Oct 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FLOW FOCUS LLC	n/a	Mixed wealth	$175M	N	no	n/a
AMERGERIS GLOBAL MARKETS (UK) LTD	n/a	n/a	n/a	N	yes	n/a
AMICORP (B.V.I.) TRUSTEES LTD	n/a	n/a	n/a	N	yes	n/a
AMICORP (CYPRUS) LTD.	n/a	n/a	n/a	N	yes	n/a
AMICORP (UK) LTD.	n/a	n/a	n/a	N	yes	n/a
AMICORP ASSET MANAGEMENT SINGAPORE PTE. LTD	n/a	n/a	n/a	N	yes	n/a
AMICORP CAPITAL (DIFC) LTD	n/a	n/a	n/a	N	yes	n/a
AMICORP CAPITAL (MAURITIUS) LTD	n/a	n/a	n/a	N	yes	n/a
AMICORP CAPITAL IFSC PRIVATE LTD.	n/a	n/a	n/a	N	yes	n/a
AMICORP CAYMAN FIDUCIARY LIMITED	n/a	n/a	n/a	N	yes	n/a
AMICORP NETHERLANDS B.V.	n/a	n/a	n/a	N	yes	n/a
AMICORP NEW ZEALAND LTD.	n/a	n/a	n/a	N	yes	n/a
AMICORP SERVICES LTD., INC	n/a	n/a	n/a	N	yes	n/a
AMICORP SWITZERLAND AG	n/a	n/a	n/a	N	yes	n/a
AMICORP TRUSTEES (NEW ZEALAND) LIMITED	n/a	n/a	n/a	N	yes	n/a
AMICORP TRUSTEES (SOUTH DAKOTA), LLC	n/a	n/a	n/a	N	yes	n/a
AMICORP U.S. DIRECTOR SERVICES LLC	n/a	n/a	n/a	N	yes	n/a
AMICORP URUGUAY ADMINISTRADORA DE FONDOS DE INVERSION S.A.	n/a	n/a	n/a	N	yes	n/a
FINISTERRE HEDGE FUND LP	n/a	n/a	n/a	N	yes	FL
PROSERVICES TRUSTEES (SWITZERLAND) GMBH	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 24, 2026	$189M	$18.0M	3	2	n/a	n/a
2024	Apr 2, 2025	$21.4M	$14.1M	3	2	n/a	n/a
2023	Mar 20, 2024	$119M	$12.8M	1	1	n/a	n/a
2022	Mar 27, 2023	$104M	$104M	1	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$189M	$21.4M	780.7%	$104M	22.0%	3	3	0	0

Relationships

Registered with (2)

← LUIS JACOB ALAYO RIERAAdvisorregistration: current employment
Jun 19, 2026 to presentfactForm ADV
← Carme Hortala VallveAdvisorregistration: current employment
Oct 21, 2024 to presentfactForm ADV

Affiliated with (1)

→ THE ATLAS FINANCIAL GROUPRegistered adviserother investment adviser
factForm ADV

Controls (11)

← ALAYO RIERA, LUIS, JACOBOwnerSENIOR MANAGING DIRECTOR, ownership code NA, individual
Apr 13, 2022 to Oct 9, 2024factForm ADV
← Biggs, PeterOwnerMANAGER, ownership code NA, individual
Apr 13, 2022 to Oct 9, 2024factForm ADV
← Knipping, AntoniusOwnerBENEFICIARY UBO, ownership code E, individual
Apr 13, 2022 to Oct 9, 2024factForm ADV
← HERRMANN, HANSOwnerMANAGER, ownership code NA, individual
Mar 27, 2023 to Oct 9, 2024factForm ADV
← AMICORP GROUP AGOwnerDIRECT OWNER, ownership code E, foreign entity
Apr 13, 2022 to Oct 9, 2024factForm ADV
← AMICORP INVESTMENTS LTD.OwnerOWNER, ownership code E, foreign entity
Apr 13, 2022 to Oct 9, 2024factForm ADV
← AMICORP LIMITEDOwnerOWNER, ownership code E, foreign entity
Apr 13, 2022 to Oct 9, 2024factForm ADV
← KEYSTONE INVESTMENT MANAGEMENT LTDOwnerOWNER, ownership code E, foreign entity
Apr 13, 2022 to Oct 9, 2024factForm ADV
← KEYSTONE TRUSTEES LIMITEDOwnerTRUSTEE, ownership code F, foreign entity
Apr 13, 2022 to Oct 9, 2024factForm ADV
← THE KEYSTONE HERITAGE TRUSTOwnerOWNER, ownership code E, foreign entity
Apr 13, 2022 to Oct 9, 2024factForm ADV
← UNITED INVESTMENT AND CONSULTANCY CO. LTD.OwnerOWNER, ownership code D, foreign entity
Apr 13, 2022 to Oct 9, 2024factForm ADV

Owns (1)

← Hortala Vallve, CarmeOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 9, 2024 to Oct 9, 2024factForm ADV

Dated events

Occurred
Mar 27, 2023
Control person joined
Hans Herrmann (Manager) appeared on Schedule A of Amicorp Wealth Services
Form ADVobserved 4 days ago
Occurred
Mar 27, 2023
Control person left
Souraya Radwan (Manager) no longer on Schedule A of Amicorp Wealth Services (listed 2023-01-11, absent 2023-03-27)
Form ADVobserved 4 days ago
Occurred
Apr 13, 2022
First Form ADV filing
Amicorp Wealth Services filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b65b3d68-d656-b738-6535-3c8ad837d4d8
First observed: Apr 13, 2022
Last observed: Mar 24, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMICORP WEALTH SERVICES

AMICORP WEALTH SERVICES LLC, CRD 319247

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b65b3d68-d656-b738-6535-3c8ad837d4d8

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:56 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Carme Hortala Vallve

n/a

CORAL GABLES, FL | Barcelona | MIAMI, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALAYO RIERA, LUIS, JACOB

SENIOR MANAGING DIRECTOR

yes

02/2022

Apr 13, 2022

Oct 9, 2024

AMICORP GROUP AG

DIRECT OWNER

yes

11/2021

Apr 13, 2022

Oct 9, 2024

AMICORP INVESTMENTS LTD.

Owner

yes

03/2014

Apr 13, 2022

Oct 9, 2024

AMICORP LIMITED

Owner

yes

02/2021

Apr 13, 2022

Oct 9, 2024

Biggs, Peter

Manager

yes

11/2021

Apr 13, 2022

Oct 9, 2024

HERRMANN, HANS

Manager

yes

02/2023

Mar 27, 2023

Oct 9, 2024

KEYSTONE INVESTMENT MANAGEMENT LTD

Owner

yes

12/2005

Apr 13, 2022

Oct 9, 2024

KEYSTONE TRUSTEES LIMITED

Trustee

yes

12/2005

Apr 13, 2022

Oct 9, 2024

Knipping, Antonius

BENEFICIARY UBO

yes

12/2005

Apr 13, 2022

Oct 9, 2024

THE KEYSTONE HERITAGE TRUST

Owner

yes

12/2005

Apr 13, 2022

Oct 9, 2024

UNITED INVESTMENT AND CONSULTANCY CO. LTD.

Owner

yes

12/2005

Apr 13, 2022

Oct 9, 2024

Hortala Vallve, Carme

CHIEF COMPLIANCE OFFICER

07/2024

Oct 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FLOW FOCUS LLC

n/a

Mixed wealth

$175M

n/a

AMERGERIS GLOBAL MARKETS (UK) LTD

n/a

yes

n/a

AMICORP (B.V.I.) TRUSTEES LTD

n/a

yes

n/a

AMICORP (CYPRUS) LTD.

n/a

yes

n/a

AMICORP (UK) LTD.

n/a

yes

n/a

AMICORP ASSET MANAGEMENT SINGAPORE PTE. LTD

n/a

yes

n/a

AMICORP CAPITAL (DIFC) LTD

n/a

yes

n/a

AMICORP CAPITAL (MAURITIUS) LTD

n/a

yes

n/a

AMICORP CAPITAL IFSC PRIVATE LTD.

n/a

yes

n/a

AMICORP CAYMAN FIDUCIARY LIMITED

n/a

yes

n/a

AMICORP NETHERLANDS B.V.

n/a

yes

n/a

AMICORP NEW ZEALAND LTD.

n/a

yes

n/a

AMICORP SERVICES LTD., INC

n/a

yes

n/a

AMICORP SWITZERLAND AG

n/a

yes

n/a

AMICORP TRUSTEES (NEW ZEALAND) LIMITED

n/a

yes

n/a

AMICORP TRUSTEES (SOUTH DAKOTA), LLC

n/a

yes

n/a

AMICORP U.S. DIRECTOR SERVICES LLC

n/a

yes

n/a

AMICORP URUGUAY ADMINISTRADORA DE FONDOS DE INVERSION S.A.

n/a

yes

n/a

FINISTERRE HEDGE FUND LP

n/a

yes

PROSERVICES TRUSTEES (SWITZERLAND) GMBH

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$189M

$18.0M

n/a

2024

Apr 2, 2025

$21.4M

$14.1M

n/a

2023

Mar 20, 2024

$119M

$12.8M

n/a

2022

Mar 27, 2023

$104M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$189M

$21.4M

780.7%

$104M

22.0%