Bulltick Wealth Management, LLC

RIASEC RegisteredEst. 2008

Total AUM

$1.9B

Discretionary

$1.6B

85% of AUM

Avg account

$4.1M

Accounts

479

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 141588
Registered since: May 27, 2008
Website: bulltick.com
Custodians: PERSHING LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI78.88%
Corporations / Businesses17.55%
Individuals1.96%
Pooled Investment Vehicles1.61%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bulltick Wealth Management, LLC is a registered investment adviser organized as an LLC and active in the SEC-registered adviser market since 2008. It serves both individual and family clients as well as institutional investors and acts as a capital allocator, allocating to external managers and running at least one adviser-sponsored pooled vehicle. The firm provides a broad set of advisory services including financial planning, discretionary portfolio management for individuals, small businesses and pooled vehicles, portfolio management for institutions, and selection of third-party advisers. It lists CPO/CTA activities among its business lines and maintains affiliations across the financial services ecosystem (broker‑dealer relationships, insurance company ties and roles as sponsor/GP/managing member of pooled vehicles). Its fee arrangements include percentage-of-AUM charging, fixed fees and the availability of performance-based fees.