Efg Private Wealth Management (americas) Corp.
● SEC registered since 2011CRD 158905SEC# 801-72773Miami, FL
Reg. AUM
$2.3B
Employees
56
Accounts
696
Location
Miami, FL
Efg Private Wealth Management (americas) Corp. assets under management
Efg Private Wealth Management (americas) Corp. is an investment advisory firm registered with the SEC based in Miami, FL. The firm has been registered since 2011. It reports $2.3 billion in regulatory assets under management and employs 56 people.
Efg Private Wealth Management (americas) Corp. owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandra Montoya Control | Chief Operating Officer | Under 5% | 2025 |
| Eduardo Moliterno Da Cruz Control | Chief Executive Officer, Director | Under 5% | 2017 |
| Edwin Andres Fermin Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Efg Private Wealth Management (americas) Corp. manage?
Efg Private Wealth Management (americas) Corp. reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Efg Private Wealth Management (americas) Corp. have?
Efg Private Wealth Management (americas) Corp. reports 56 employees.
Where is Efg Private Wealth Management (americas) Corp. located?
Efg Private Wealth Management (americas) Corp. is based in Miami, FL and has been SEC-registered since 2011.
Does Efg Private Wealth Management (americas) Corp. disclose fund performance?
Efg Private Wealth Management (americas) Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 701 Brickell Avenue, Suite 1310, Miami, FL 33131 |
| Phone | 305-482-8000 |
| Fax | 305-482-8200 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1598340 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.3B▲ 52%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$2.3Bregulatory AUM
Discretionary $1.95BNon-discretionary $354.1M