Bice Wealth Management Llc
- Regulatory AUM
- $164M
- Discretionary
- $0
- Clients
- 65
- Avg AUM / client
- $2.5M
- Accounts
- 65
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 65 | $164M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Luis Felipe Laborde Pizarro | Registered representative | CFA | Mar 2023 (3y) | |
| Andres Wielandt Labbe | Registered representative | Apr 2023 (3y) | ||
| Luis Sepulveda | Registered representative | Sep 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.45 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Pershing $56.0M (34% of AUM) Mar 2026
- UBS $27.1M (16% of AUM) Mar 2026
- Nbc Securities, Inc. $20.0M (12% of AUM) Mar 2026
- Merrill Lynch $12.6M (8% of AUM) Mar 2026
- Pictet $11.9M (7% of AUM) Mar 2026
- Banchile Inversiones $11.2M (7% of AUM) Mar 2026
- Morgan Stanley $11.0M (7% of AUM) Mar 2026
- Hsbc Securities (Usa) Inc. $6.1M (4% of AUM) Mar 2026
- Bice Inversiones $5.7M (3% of AUM) Mar 2026
- Bank Security $4.2M (3% of AUM) Dec 2025
- Itau International Securities Inc. $953K (1% of AUM) Mar 2026
- Corredora De Bolsa Sura, S.A. $917K (1% of AUM) Mar 2026
- Bankunited $754K (0% of AUM) Mar 2026
- Finanzas Y Negocios S.A.Corredores De Bolsa $216K (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗