SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Bulltick Wealth Management, LLC
Miami, FL
CRD 141588
Firm filing updated March 31, 2026 ·
- $1.9BAssets
- 315Clients
- 21Advisory staff
- 479Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals198
- Individuals82
- Corporations or other businesses33
- Pooled vehicles2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 82 | $38.2 million |
| High net worth individuals | 198 | $1.5 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $31.3 million |
| Corporations or other businesses not listed above | 33 | $341.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "INVESTMENT CONSULTING SERVICES & REAL ESTATE ADVISORY SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "INVESTMENT CONSULTING SERVICES & REAL ESTATE ADVISORY SERVICES"
Assets and accounts
- Regulatory assets$1.9 billion
- Accounts479
- Discretionary$1.6 billion · 316 accounts
- Non-discretionary$297.9 million · 163 accounts
People
- Employees62
- Advisory staff21
- Broker-dealer reps37
- Licensed insurance agents10
- Planning clients0
Advisors
21 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 141588, SEC file 801-69169.
- Registered with the SEC as an investment advisor (status date on record: May 27, 2008).
Is Bulltick Wealth Management, LLC a fiduciary?
Short answer: Bulltick Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 37 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
10 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.