Overview
Assets Under Management: $148 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Frequently Asked Questions
BICE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323979), BICE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
BICE WEALTH MANAGEMENT LLC is headquartered in MIAMI, FL.
BICE WEALTH MANAGEMENT LLC serves 61 high-net-worth clients according to their SEC filing dated December 09, 2025. View client details ↓
According to their SEC Form ADV, BICE WEALTH MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
BICE WEALTH MANAGEMENT LLC manages $148 million in client assets according to their SEC filing dated December 09, 2025.
According to their SEC Form ADV, BICE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 61
Non-Discretionary Accounts: 61
Regulatory Filings
CRD Number: 323979
Filing ID: 2033034
Last Filing Date: 2025-12-09 16:43:31
Website: 0