B
CRD: 323979
Bice Wealth Management LLC
Miami, FL, 33131
7862664597
$164.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
65 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Hsbc · Merrill Lynch · Morgan Stanley · Pershing · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2022
- Office Locations
- 2
Office Locations
1000 Brickell AVE, Suite 500 Miami FL
Avenida Apoquindo 3846, Piso 15, LAS Condes Santiago --
About Bice Wealth Management LLC
Bice Wealth Management LLC is a Miami-based RIA with 2 offices. The firm has been operating for 3 years. Managing $164.5M in total assets under management, with 2 advisory representatives. They custody assets with Hsbc and Merrill Lynch. Services offered include Charitable Giving, Portfolio Construction.
Team overview
-- AVG AGE
$82.2M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
3 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Timber delta North Crest
Client Personas
Ember element
Investment Themes
Unison crest
Investment Vehicles
Crest
Services
Momentum peak Horizon matrix
Owner & Executives
L
LUIS FELIPE LABORDE PIZARRO
Chief Investment Officer
- CRD
- #7652706
- Ownership
- Less than 5%
(218) 901-6434
horizon.signal@harborcapital.com
in linkedin.com/in/glacier-wave
P
PATRICIO URETA LYON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(515) 753-3969
horizon.element@ridgecapital.com
in linkedin.com/in/glacier-quantum
Showing 2 of 2 owners & executives
Unlock allContacts
L
Luis Sepulveda
Vice President
- CRD
- #7951909
(796) 728-3040
atlas.vertex@bridgecapital.com
in linkedin.com/in/oak-oak
A
ANDRES WIELANDT LABBE
--
- CRD
- #5510573
(463) 364-3792
eagle.bridge@beaconcapital.com
in linkedin.com/in/atlas-atlas
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $164,479,827 | $2,530,459 |
| Total | $164,479,827 | $2,530,459 |
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Separately Managed Accounts
Total SMA Asset: $164,479,827
Public Funds:
17.2% Equity - Exchange:
5.7% Private Funds:
11.6% Cash:
19.1% U.S. Government/Agency:
5.2% Equity - OTC:
10.6% Corporate - Investment Grade:
17.5% Derivatives:
13.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,423,728,765 | 17.2% |
| Equity - Exchange | $471,817,091 | 5.7% |
| Private Funds | $960,189,167 | 11.6% |
| Cash | $1,581,001,128 | 19.1% |
| U.S. Government/Agency | $430,429,627 | 5.2% |
| Equity - OTC | $877,414,239 | 10.6% |
| Corporate - Investment Grade | $1,448,561,243 | 17.5% |
| Derivatives | $1,084,351,558 | 13.1% |
| Total | $8,277,492,818 | 100.0% |