# EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 158905
- Type: SEC-registered investment adviser
- SEC file number: 801-72773
- Location: 701 BRICKELL AVENUE, SUITE 1310, MIAMI, FL, 33131
- Phone: 305-482-8000
- Latest filing: 2026-03-31
- Regulatory AUM: $2.3B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $354.1M
- Clients: 56
- Accounts: 696

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (35)

_Showing 25 of 35 people._

| Name | Role | Location |
| --- | --- | --- |
| Peter Phillips | DIRECTOR | College Point, NY |
| Eduardo Moliterno Da Cruz | CHIEF EXECUTIVE OFFICER, DIRECTOR | — |
| Sanjin Mohorovic | DIRECTOR | — |
| Victor Manuel Echevarria | CHAIRMAN | — |
| Edwin Andres Fermin | CHIEF COMPLIANCE OFFICER | — |
| Luis Guilherme De Melo Ferreira | DEPUTY CHIEF EXECUTIVE OFFICER | — |
| Alexandra Montoya | CHIEF OPERATING OFFICER | — |
| PERICH JOSE LUIS | CHIEF COMPLIANCE OFFICER | — |
| WALSH JOHN PATRICK | CHIEF OPERATIONS OFFICER | — |
| ECHEVARRIA VICTOR MANUEL | DIRECTOR | — |
| MASSENS JUAN CARLOS | COO; COO/CFO | — |
| CAMPANO SIXTO | CHIEF EXECUTIVE OFFICER; DIRECTOR; DIRECTOR/CHIEF EXECUTIVE OFFICER | — |
| ABATE HANS ANTON | DIRECTOR | — |
| ESTEVES ANDRE SANTOS | SHAREHOLDER | — |
| COLLAZOS MARCO ALEJANDRO | CHIEF COMPLIANCE OFFICER | — |
| RINGEL MATIAS ANDRES | DIRECTOR | — |
| LEE JAMES TAK HIM | CHAIRMAN; DIRECTOR | — |
| GONZALEZ STAWINSKI CARLOS JAVIER | CHIEF COMPLIANCE OFFICER; INTERIM CHIEF COMPLIANCE OFFICER | — |
| NAPOLEON NATALIA AVA | CHIEF COMPLIANCE OFFICER | — |
| WEYMAN SCOTT WILLIAM | CHIEF EXECUTIVE OFFICER | — |
| AFZAL MOZAMIL | DIRECTOR | — |
| TUESTA MARCO A | CHIEF FINANCIAL OFFICER | — |
| SCHMIDTKE MICHAEL D | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| DE LA ESPRIELLA ARTURO | CHIEF OPERATIONS OFFICER; DEPUTY COO | — |
| CALDERON NAJERA NAYRA | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-06-11 | regulatory | WITHOUT ADMITTING OR DENYING THE FINDINGS, THE FIRM CONSENTED TO A PUBLIC ORDER INDICATING THAT IT DID NOT INCLUDE ADEQUATE DISCLOSURE REGARDING THE RECEIPT OF 12B-1 FEES AND DID NOT ADEQUATELY DISCLOSE ADDITIONAL COMPENSATION RECEIVED FOR INVESTING CLIENTS IN A FUND'S 12B-1 FEE PAYING SHARE CLASS W… | Final | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MIAMI | FL | 18 | 305-482-8000 |
| MIAMI | FL | 18 | 305-482-8000 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158905/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158905/similar
- Related entities: https://search.stillhousedata.com/firm/158905/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158905

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.