Bulltick Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 31, 2026, reports $1.9B in regulatory assets under management, 62 employees, 9 offices, and 479 accounts.
Assets Under Management
$1.9B
Employees
62
Offices
9 offices
Total Clients
315
Primary office
MIAMI, FL
333 SE 2ND AVE, SUITE 3950, MIAMI, FL, United States
Top client segmentHNWI represent 62.9% of total clients.
Top client categories% of clientsClients
1
HNWI
62.9%
198
2
Individuals
26.0%
82
3
Corporations
10.5%
33
4
Pooled Investment Vehicles
0.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 31, 2026
Discretionary84.7%
$1.6B
85% of total RAUM84.7%
Non-discretionary15.3%
$298M
15% of total RAUM15.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.9B
Total Accounts479
10Y AUM Change+$1.7B (+630.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees62
Clients per Employee5:1
10Y Employee Change+49 (+376.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.