Bulltick Wealth Management, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 141588
- Registered since
- May 27, 2008
- Website
- bulltick.com
- Custodians
- PERSHING LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI78.88%
- Corporations / Businesses17.55%
- Individuals1.96%
- Pooled Investment Vehicles1.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Bulltick Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 2008. The firm operates as an LLC with a mixed ownership profile (domestic entity and individual) and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services span financial planning and discretionary portfolio management for individuals, pooled vehicles, businesses and institutions, and it also offers selection-of-other-advisers services. Bulltick reports activity as a capital allocator and lists CPO/CTA among its business activities. Fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Cash & Cash Equivalents7%
- US Government Bonds5%
- Non-Investment Grade Corp Bonds3%
- Public Funds/Mutual Funds3%
Owners & executives
2 of 2Genemarie Eguilior
Director and Chief Compliance OfficerCRD 2309541
William Herrera
Managing Director and Chief Financial OfficerCRD 2153052
Contacts
3 of 25
Javier Martin-riva
Head of Alternative InvestmentsCRD 6706706
Gregan Anderson
Portfolio ManagerCRD 6718027
Miguel Olavarri Hervella
Wealth Management SpecialistCRD 6490373
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$260M in ETFs
99%
$258M
1%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $38.4M | 347,973 | 14.76% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 333 Se 2nd Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Lorient Capital Management, LLC
RIAMiami, FL
Mora Capital Management, LLC
RIAMiami, FL
Althum Advisors LLC
RIAMiami, FL
Point Break Capital Management LLC
RIAMiami, FL
Fora Capital, LLC
RIAMiami, FL
EFG Private Wealth Management (Americas) Corp.
RIAMiami, FL