Luis Sepulveda

BICE WEALTH MANAGEMENT LLC

Santiago, 00000

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CRD#: 7951909

Professional summary

Luis Sepulveda, who also goes by Luis Andres Sepulveda Maruchich, is a registered financial advisor currently at BICE WEALTH MANAGEMENT LLC .

Luis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Luis has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Luis Andres Sepulveda Maruchich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Banco BICE - Wealth Manager - 09/15/2008 - Santiago, Chile - 90hrs/mo - 90hrs/mo during Business Hrs - Yes Business Related - Wealth Management - In charge of Wealth Management Clients and Financial Advisors - Salary

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luis Sepulveda's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 30, 2024 - Present

BICE WEALTH MANAGEMENT LLC

Office #1: Avenida Apoquindo 3846, Piso 15, Las Condes, Santiago 00000

RIA

CRD#: 323979

Santiago,

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/17/2024

Uniform Investment Adviser Law Examination

Current Firm

BICE WEALTH MANAGEMENT LLC

CRD#: 323979 / SEC#:

Florida

Registered Investment Advisory firm - (3/3/2023 Approved)

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Contact information

Main Address

1000 Brickell Ave, Suite 500, Miami, FL 33131

Mailing Address

Phone number

(786) 266-4597

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 27,696,674

Red Flags

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Firm Stability Insights

Luis Sepulveda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luis Sepulveda's CRS (Customer Relationship Summary).

Certified licenses

Experience

BICE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/17/2024

Current Firm

BICE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BICE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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