Miguel Angel Olavarri hervella
Investment adviser representative at Bulltick Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$1.9BFirm assets
18 yearsFirm in business
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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
11 years in the industry.
- Bulltick Wealth Management, LLCMay 2018 to now
- Bulltick, LLC.Mar 2018 to now
- Investment Placement GroupMay 2017 to Feb 2018
- Crosswell Advisors, LLCAug 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 6490373
- Firm CRD
- 141588