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BULLTICK WEALTH MANAGEMENT, LLC
CRD 141588File 801-69169
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.95B
Top 25% of cohort (national)
Discretionary AUM
$1.65B
Non-discretionary $297.9M
Clients
315
479 accounts
Employees
62
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 27, 2008
- Principal office
- 333 SE 2ND AVE, SUITE 3950, MIAMI, FL, 33131
- Phone
- 305-533-1541
- Website
- HTTP://WWW.BULLTICK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.95B
- Discretionary AUM
- $1.65B
- Non-discretionary AUM
- $297.9M
- Discretionary accounts
- 316
- Non-discretionary accounts
- 163
- Total accounts
- 479
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 33 | $341.8M |
| High net worth individuals | 198 | $1.54B |
| Pooled investment vehicles | 2 | $31.3M |
| Individuals (other than high net worth individuals) | 82 | $38.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 50 | 62 | increased by12 |
| Apr 1, 2026 | Clients | 253 | 315 | increased by62 |
| Apr 1, 2026 | AUM | $1,676,677,683 | $1,947,077,863 | increased by$270,400,180 |
| Apr 1, 2026 | Accounts | 388 | 479 | increased by91 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 34 | 50 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 192 | 253 | increased by61 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,588,632,312 | $1,676,677,683 | increased by$88,045,371 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 281 | 388 | increased by107 |
| Apr 1, 2022 | Employees | 19 | 34 | increased by15 |
| Apr 1, 2022 | Clients | 270 | 192 | decreased by78 |
| Apr 1, 2022 | AUM | $1,685,628,698 | $1,588,632,312 | decreased by$96,996,386 |
| Apr 1, 2022 | Accounts | 270 | 281 | increased by11 |
| Dec 1, 2021 | Clients | 190 | 270 | increased by80 |
| Dec 1, 2021 | AUM | $862,648,663 | $1,685,628,698 | increased by$822,980,035 |
| Dec 1, 2021 | Accounts | 219 | 270 | increased by51 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BULLTICK WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BULLTICK WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.