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BULLTICK WEALTH MANAGEMENT, LLC
MIAMI, FL
305-533-1541
SEC #801-69169Total AUM
$1.9B
Employees
62Clients
315Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
333 SE 2ND AVE
SUITE 3950
MIAMI
FL 33131
United States
SUITE 3950
MIAMI
FL 33131
United States
Operating Hours
9AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
305-533-1541
Other Offices
9
Financials
Total AUM
$1.9B
Accounts
479Discretionary
$1.6B
Accounts
316Non-Discretionary
$297.9M
Accounts
163
Clients
Individual Clients
82AUM
$38.2M
HNW Individual Clients
198AUM
$1.5B
Pooled Vehicle Clients
2AUM
$31.3M
Corporation or Business Clients
33AUM
$341.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT CONSULTING SERVICES & REAL ESTATE ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CTFLNJTX
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.