Amicorp Wealth Services Llc
- Regulatory AUM
- $189M
- Discretionary
- $18.0M
- Clients
- 13
- Avg AUM / client
- $14.5M
- Accounts
- 13
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $993K | 0.53% |
| Banking or thrift institutions | 2 | $170M | 89.9% |
| Corporations and other businesses | 9 | $18.0M | 9.55% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Knipping, Antonius | Beneficiary Ubo | Dec 2005 (21y) | ≈ 8.9% – 75% via The Keystone Heritage Trust | |
| Biggs, Peter | Manager | Nov 2021 (5y) | Less than 5% | |
| Luis Jacob Alayo Riera | Senior Managing Director | Feb 2022 (5y) | Less than 5% | |
| Herrmann, Hans | Manager | Feb 2023 (4y) | Less than 5% | |
| Carme Hortala Vallve | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Amicorp Group Ag | Direct Owner | Nov 2021 | A | 75% or more |
| Amicorp Limited | Owner | Feb 2021 | B | ≈ 56.25% – 100% via Amicorp Group Ag |
| Amicorp Investments Ltd. | Owner | Mar 2014 | B | ≈ 42.19% – 100% via Amicorp Limited |
| Keystone Investment Management Ltd | Owner | Dec 2005 | B | ≈ 15.82% – 75% via United Investment And Consultancy Co. Ltd. |
| The Keystone Heritage Trust | Owner | Dec 2005 | B | ≈ 11.87% – 75% via Keystone Investment Management Ltd |
| United Investment And Consultancy Co. Ltd. | Owner | Dec 2005 | B | ≈ 21.09% – 75% via Amicorp Investments Ltd. |
| Keystone Trustees Limited | Trustee | Dec 2005 | B | GP / trustee / elected manager of The Keystone Heritage Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Knipping, Antonius: 75% – 100% of The Keystone Heritage Trust × 75% – 100% of Keystone Investment Management Ltd × 75% – 100% of United Investment And Consultancy Co. Ltd. × 50% – 75% of Amicorp Investments Ltd. × 75% – 100% of Amicorp Limited × 75% – 100% of Amicorp Group Ag × 75% – 100% direct ≈ 8.9% – 75% of the firm
- Amicorp Limited: 75% – 100% of Amicorp Group Ag × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Amicorp Investments Ltd.: 75% – 100% of Amicorp Limited × 75% – 100% of Amicorp Group Ag × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Keystone Investment Management Ltd: 75% – 100% of United Investment And Consultancy Co. Ltd. × 50% – 75% of Amicorp Investments Ltd. × 75% – 100% of Amicorp Limited × 75% – 100% of Amicorp Group Ag × 75% – 100% direct ≈ 15.82% – 75% of the firm
- The Keystone Heritage Trust: 75% – 100% of Keystone Investment Management Ltd × 75% – 100% of United Investment And Consultancy Co. Ltd. × 50% – 75% of Amicorp Investments Ltd. × 75% – 100% of Amicorp Limited × 75% – 100% of Amicorp Group Ag × 75% – 100% direct ≈ 11.87% – 75% of the firm
- United Investment And Consultancy Co. Ltd.: 50% – 75% of Amicorp Investments Ltd. × 75% – 100% of Amicorp Limited × 75% – 100% of Amicorp Group Ag × 75% – 100% direct ≈ 21.09% – 75% of the firm
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) | 03/24/2026 | 1.76 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
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Neue Privat Bank Ag (Npb) $164M (87% of AUM) Mar 2026
- Stonex Financial Inc. $21.5M (11% of AUM) Mar 2026
- Morgan Stanley $2.6M (1% of AUM) Mar 2026
- Wedbush Securities Inc. $1.2M (1% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 24, 2026.
View current Form ADV (SEC/IAPD) ↗