EFG Private Wealth Management (Americas) Corp. Info

EFG Private Wealth Management (Americas) Corp. info

EFG Private Wealth Management (Americas) Corp. (SEC CIK 1598340) first filed with the SEC on 2014-02-11 (Form 13F-HR) and has filed 56 times since, including 48 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 701 BRICKELL AVE, SUITE 1310, MIAMI, FL, 33131.

Name: Value EFG Private Wealth Management (Americas) Corp..
SEC CIK: Value 1598340.
State of organization: Value DE.
Business address: Value 701 BRICKELL AVE, SUITE 1310, MIAMI, FL, 33131.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	EFG Private Wealth Management (Americas) Corp.
SEC CIK	1598340
State of organization	DE
Business address	701 BRICKELL AVE, SUITE 1310, MIAMI, FL, 33131
Mailing address	701 BRICKELL AVE, SUITE 1310, MIAMI, FL, 33131
Phone	305-482-8000
Fiscal year end	December 31
Former names	EFG Asset Management (Americas) Corp. (2014-02-11 to 2025-11-14)

SEC Filing History

Field	Value
First SEC filing	2014-02-11 (Form 13F-HR)
Latest SEC filing	2026-08-28 (Form N-PX)
Filings on EDGAR	56
First Form 13F-HR	2014-02-11 (quarter ended 2013-12-31)
Latest Form 13F-HR	2025-11-14 (quarter ended 2025-09-30)
Form 13F-HR filings	48

Filings by Form

Form	Filings	Latest
13F-HR	48	2025-11-14
N-PX	3	2026-08-28
13F-NT	3	2026-08-14
13F-HR/A	2	2015-03-11

Filings by Year

Year	Filings	Form 13F-HR
2026	4	0
2025	5	4
2024	5	4
2023	4	4
2022	4	4
2021	4	4
2020	4	4
2019	4	4
2018	4	4
2017	4	4
2016	4	4
2015	6	4
2014	4	4

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet