{
  "crd_number": 141588,
  "slug": "bulltick-wealth-management-llc-miami-fl-141588",
  "primary_business_name": "BULLTICK WEALTH MANAGEMENT, LLC",
  "legal_name": "BULLTICK WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-05-27",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 1947077863.0,
  "raum_discretionary": 1649140418.0,
  "raum_non_discretionary": 297937445.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 62,
  "advisory_employees": 21,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 38191742.0,
      "count": 82
    },
    "high_net_worth_individuals": {
      "raum": 1535813119.0,
      "count": 198
    },
    "pooled_investment_vehicles": {
      "raum": 31306789.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 341766213.0,
      "count": 33
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "CT",
    "FL",
    "NJ",
    "TX"
  ],
  "websites": [
    "https://bulltick.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141588",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/bulltick-wealth-management-llc-miami-fl-141588",
  "display_name": "Bulltick Wealth Management, LLC",
  "summary": "Bulltick Wealth Management, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Bulltick Wealth Management, LLC (CRD 141588): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Bulltick Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bulltick Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "What does Bulltick Wealth Management, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bulltick Wealth Management, LLC located?",
      "a": "Bulltick Wealth Management, LLC's principal office is in Miami, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bulltick Wealth Management, LLC registered with the SEC or a state?",
      "a": "Bulltick Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 141588."
    },
    {
      "q": "How much does Bulltick Wealth Management, LLC manage?",
      "a": "Bulltick Wealth Management, LLC reports $1,947,077,863 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (85% discretionary)."
    },
    {
      "q": "How have Bulltick Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bulltick Wealth Management, LLC: Regulatory assets under management: $862,648,663 in the October 2021 data and $1,947,077,863 in the October 2026 data, up 126%. Total employees: 19 in October 2021 and 62 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bulltick Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (198); individuals (other than high net worth individuals) (82); corporations or other businesses not listed above (33)."
    },
    {
      "q": "Which custodians does Bulltick Wealth Management, LLC use?",
      "a": "Bulltick Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bulltick Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141588"
    },
    {
      "q": "What changed in Bulltick Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 20 to 21. Regulatory assets under management went from $1,676,677,683 to $1,947,077,863 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 862648663.0,
      "total_employees": 19,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1588632312.0,
      "total_employees": 34,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1658843016.0,
      "total_employees": 42,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2591098865.0,
      "total_employees": 41,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1676677683.0,
      "total_employees": 50,
      "filing_date": "2025-04-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1947077863.0,
      "total_employees": 62,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 20 to 21.",
        "Regulatory assets under management went from $1,676,677,683 to $1,947,077,863 (+16%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CT, NJ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.75% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "While the level of fees BWM charges its Clients varies, its fees typically range between 0.50% and 1.75% of AUM annually, depending on the size of the account(s) and the scope and complexity of the investment advisory service provided."
        ]
      }
    ],
    "quotes": [
      "While the level of fees BWM charges its Clients varies, its fees typically range between 0.50% and 1.75% of AUM annually, depending on the size of the account(s) and the scope and complexity of the investment advisory service provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bulltick-wealth-management-llc-miami-fl-141588.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 82,
      "fewer_than_5": false,
      "raum": 38191742.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 198,
      "fewer_than_5": false,
      "raum": 1535813119.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 31306789.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 33,
      "fewer_than_5": false,
      "raum": 341766213.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141588",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}