Bulltick Wealth Management, LLC is a large advisory firm based in Miami. It manages $415.36 million of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Florida and Texas.
Bulltick Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bulltick Wealth Management, LLC is $415.36 million. The firm's AUM has grown by 342% since the beginning of its operation, and $369.04 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bulltick Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Bulltick Wealth Management is high net worth individuals with 101 clients and $270.49 million of assets under management. Among the 11 most similar advisory firms, Bulltick Wealth Management has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $415.36 million for 152 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 84% of the firm’s clients are foreign persons or businesses.
Bulltick Wealth Management doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bulltick Wealth Management, LLC performs its advisory services is located at 333 Se 2 Nd Ave, Miami, FL 33131, which is also the mailing address of the firm. An additional office of the firm is in Shenandoah, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-533-1541 or by fax 305-374-0017. The normal business hours are 9am to 5 pm on Monday - Friday. You can find more information about the New York firm at bulltick.com.