Bulltick Wealth Management, LLC
SEC RegisteredYour objectives shape our strategy
About the firm
Bulltick is an international financial services firm supporting institutions and ultra-high net worth private clients, primarily from Latin America. A majority employee-owned group headquartered in Miami, Florida, with more than 25 years in operation, the firm is committed to building lasting relationships by delivering personalized solutions founded on trust, transparency, and competence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bulltick operates two main divisions: Institutional Sales and Trading, and Private Client Services. Institutional services include brokerage execution, sales and trading for Latin American financial institutions. Private client services include comprehensive family office services, wealth management, private markets, and insurance. The firm also offers digital solutions and programs supporting next-generation wealth transfer, women, and future leaders.
Who they serve
Institutions and ultra-high net worth private clients, primarily from Latin America, including Latin American pension plans, banks, broker-dealers, insurance companies, asset management firms, families, family offices, and entities.
Leadership
Office locations
Advisors at this firm
23 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bulltick Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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