Bulltick Wealth Management, LLC
Registered investment adviser · Miami, FL · CRD #141588
Form ADV data as of 2026-09-01Regulatory assets
$1.95 billion
Total accounts
479
Employees
62
Disclosure events
3
Firm details
- Website: http://www.bulltick.com
- Telephone: 305-533-1541
- SEC file number: 801-69169
- Most recent Form ADV filing: 2026-03-31
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- SEC or CFTC found a violation of its regulations or statutes
- SEC or CFTC entered an order in connection with investment-related activity
- SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $1.65 billion |
| Non-discretionary regulatory assets under management | $297.9 million |
| Total regulatory assets under management | $1.95 billion |
| Discretionary accounts | 316 |
| Non-discretionary accounts | 163 |
| Total accounts | 479 |
| Regulatory assets under management attributable to non-U.S. persons | $1.79 billion |
People
| Total employees (excluding clerical) | 62 |
| Employees performing investment advisory functions (including research) | 21 |
| Employees who are registered representatives of a broker-dealer | 37 |
| Employees registered as investment adviser representatives with a state | 25 |
| Employees registered as IARs for another investment adviser | 2 |
| Employees who are licensed insurance agents | 10 |
| Firms or persons who solicit advisory clients on the firm's behalf | 6 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $646.3 million |
| Clients for whom the firm has custody | 35 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $646.3 million |
| Clients for whom a related person has custody | 35 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 4 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities for which it serves as underwriter or general partner
- Recommends securities in which it has another sales interest
- Brokers or dealers selected under 8.C.(3) are related persons
- Recommends brokers or dealers to clients
- Brokers or dealers recommended under 8.E. are related persons
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
- Receives compensation from others for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 82 | $38.2 million |
| High net worth individuals | 198 | $1.54 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 2 | $31.3 million |
| Corporations or other businesses not listed above | 33 | $341.8 million |