Efg Private Wealth Management (Americas) Corp.

Overview

Efg Private Wealth Management (Americas) Corp. is an SEC registered investment adviser based in Miami, FL, registered since 2011. It reports $2.3B in assets under management across 696 accounts, with 56 employees. It has 47 investment adviser representatives.

Reported AUM

$2.3B

Discretionary

85%

Accounts

696

Average account

$3.3M

Employees

56

Advisory reps

47

Registered since

2011

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 7

• Eduardo Moliterno Da Cruz Chief Executive Officer, Director CRD 5578693
• Luis Guilherme De Melo Ferreira Deputy Chief Executive Officer CRD 6788062
• Victor Manuel Echevarria Chairman CRD 1939548

4 more executive officers, with direct contact details

Advisory reps 3 of 47

• Hans Anton Abate Registered Rep · Investment Adviser Rep CRD 4563511
• Michael Alan Andrews Registered Rep · Investment Adviser Rep CRD 6227932
• Leandro Araujo Registered Rep · Investment Adviser Rep CRD 6349428

44 more advisory reps, with emails, phones and branch locations

Location

Headquarters

701 Brickell Ave Ste 1310
Miami, FL 33131

County

Miami-Dade

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: efginternational.com/us.html

Every state, with registration dates

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