Rita Maria Herrera de von der goltz
Investment adviser representative at Bulltick Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$1.9BFirm assets
18 yearsFirm in business
Are you Rita Maria Herrera de von der goltz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Bulltick Wealth Management, LLCJun 2022 to now
- Bulltick Financial Services, LLCAug 2019 to now
- HomemakingJun 2011 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bulltick Wealth Management, LLC
$1.9BAssets managed
315Clients
24Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5507205
- Firm CRD
- 141588