Bulltick Wealth Management, LLC

RIASEC Registered

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 an independent registered investment adviser that has been SEC-registered since 2008. The firm operates as an LLC with a mixed ownership profile (domestic entity and individual) and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services span financial planning and discretionary portfolio management for individuals, pooled vehicles, businesses and institutions, and it also offers selection-of-other-advisers services. Bulltick reports activity as a capital allocator and lists CPO/CTA among its business activities. Fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees. The firm does not identify as an active ESG investor.