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BULLTICK WEALTH MANAGEMENT, LLC
CRD 141588 · SEC 801-69169
333 SE 2ND AVE, SUITE 3950, MIAMI, FL, 33131, United States
Phone
305-533-1541
Fax
305-374-0017
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.95B
Discretionary AUM
$1.65B
Team
62 total employees; 21 advisory reps; 46 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersINVESTMENT CONSULTING SERVICES & REAL ESTATE ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $38.2M |
| High net worth individuals | 198 | $1.54B |
| Pooled investment vehicles | 2 | $31.3M |
| Corporations/business entities | 33 | $341.8M |
States served
NJ, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD