Ameliora Wealth Management USA LLC
Firm details
- Headquarters
- Weston, Florida
- CRD number
- 325590
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ameliora Wealth Management USA LLC is a Florida-registered limited liability company that provides portfolio management services focused on individuals and small businesses. The firm is organized with foreign-entity and individual ownership and charges clients on a percentage-of-AUM fee basis. FINTRX classifies the adviser as Unclassified and records it as a single-state operator; the firm is not identified as an active ESG investor, a pension consultant, or a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Carlos Gonzalez
Interim Chief Compliance OfficerCRD 4294205
Stefan Demuth
Chief Executive OfficerCRD 7697605
Contacts
2 of 2
Michael Andrews
Supervision OfficerCRD 6227932
Markus Foser
Member, Board Of DirectorsCRD 6221839
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Weston, FL
Broward
Location
Weston, FL
Headquartered in Weston, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 1655 N Commerce Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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