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 SEC-registered limited liability company (registered in 2008) that operates as an insurance broker-dealer and a capital allocator for both individual/family and institutional clients. Its advisory services span financial planning and portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and the firm also performs selection of other advisers. Bulltick reports CPO/CTA activity and holds industry roles that include broker-dealer, other investment adviser, insurance company affiliation, and sponsor/GP/managing member of pooled vehicles. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees and 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
3 of 3WILLIAM HERRERA
Managing Director and Chief Financial OfficerCRD 2153052
GENEMARIE EGUILIOR
Chief Compliance OfficerCRD 2309541
Gregan Anderson
Vice President of Emerging Markets Macro StrategyCRD 6718027
Contacts
3 of 23ADOLFO LAZARO
Managing DirectorCRD 4567428
Jaime Del Valle Castillo
Investment AssociateCRD 7807435
ENRIQUE VILA
Registered RepresentativeCRD 3113492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$225M in ETFs
99%
$223M
1%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $26.3M | 61,119 | 11.69% |
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
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