Wealth manager, independent · Miami, FL
Bulltick Wealth Management, LLC
SEC-registered investment adviser · CRD 141588 · SEC 801-69169
At a glance
Bulltick Wealth Management, LLC is an SEC-registered investment adviser based in Miami, Florida, with $1.9B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 280 individual clients, 198 of them high-net-worth, holding an average of about $5.6 million each, and 62 employees. That ranks it 573rd among the nation’s 5,657 independent wealth management RIAs and 32nd of 343 in Florida. It reports 2 custodians for its clients’ separately managed accounts: BNY Pershing and J.P. Morgan.
Main office 305-533-1541bulltick.comAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among independent wealth managers
- #573 of 5,657
- Rank among all SEC RIAs
- #3,691 of 17,210
- Rank in Florida
- #32 of 343
- Individual clients
- 280
- High-net-worth clients
- 198
- Accounts
- 479
- Discretionary
- 85% of AUM
- Employees
- 62
- Advisory staff
- 21
- Offices
- 10
Owners and executives on its Form ADV
- Humberto Banuelos CaamanoCEO
- William A. HerreraChief Financial Officer
- Genemarie B. EguiliorChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Bulltick Wealth Management, LLC is a hybrid RIA: 37 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Bulltick, LLC.
- Bulltick, LLC ↗CRD 104005
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 198 | $1.5B | 79% |
| Corporations or other businesses | 33 | $342M | 18% |
| Individuals | 82 | $38M | 2% |
| Pooled investment vehicles | 2 | $31M | 2% |
Private funds
Bulltick Wealth Management, LLC reports 1 private funds with $31M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Bulltick Wealth Management, LLC answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗bulltick.com ↗
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Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Indivisible PartnersClearwater | $2.1B | 534 |
| Provise Management Group, LLCClearwater | $2.0B | 1,139 |
| 3edge Asset Management, LPNaples | $2.0B | 1,489 |
| Fourthought Financial Partners, LLC.Venice | $1.9B | 970 |
| Palisades Hudson Asset Management, L.P.Fort Lauderdale | $1.8B | 138 |
| A&m Private Wealth Partners, LLCWest Palm Beach | $1.8B | 34 |
Background
Questions
How much does Bulltick Wealth Management, LLC manage?
Bulltick Wealth Management, LLC reports $1.9B in regulatory assets under management across 479 accounts, 85% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Bulltick Wealth Management, LLC have?
It reports 280 individual clients: 198 high-net-worth individuals and 82 other individuals. Individuals account for about 81% of its regulatory assets.
Where is Bulltick Wealth Management, LLC headquartered?
Its main office is in Miami, Florida. It reports 10 offices in total and 62 employees, 21 of whom perform investment advisory functions.
How does Bulltick Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Bulltick Wealth Management, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: BNY Pershing and J.P. Morgan. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: BNY Pershing ($1.4B); J.P. Morgan ($385M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Bulltick Wealth Management, LLC a hybrid RIA with a broker-dealer?
Bulltick Wealth Management, LLC is a hybrid RIA: 37 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Bulltick, LLC. Bulltick, LLC clears through Pershing, according to its annual report filed with the SEC. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Bulltick Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Bulltick Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 37 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Bulltick Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →