Bulltick Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. The firm advises 1 private fund.
Bulltick Wealth Management reports 315 clients. They include 198 high-net-worth individuals, 82 individual clients, and 33 corporations and other businesses. Of its assets, 84.7% ($1.65B across 316 accounts) are managed with discretion; $298M across 163 accounts are not. Of its clients, 80% are outside the U.S. It advised 46 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 26% | 2% |
| High-net-worth individuals | 63% | 79% |
| Pooled investment vehicles | <1% | 2% |
| Corporations and other businesses | 10% | 18% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 82 | $38.2M | 2.0% | $466K |
| High-net-worth individuals | 198 | $1.54B | 78.9% | $7.76M |
| Pooled investment vehicles | 2 | $31.3M | 1.6% | $15.7M |
| Corporations and other businesses | 33 | $342M | 17.6% | $10.4M |
| Total | 315 | $1.95B | 100% | $6.18M |
- Clients
- 82
- Regulatory AUM
- $38.2M
- AUM share
- 2.0%
- Avg. per client
- $466K
- Clients
- 198
- Regulatory AUM
- $1.54B
- AUM share
- 78.9%
- Avg. per client
- $7.76M
- Clients
- 2
- Regulatory AUM
- $31.3M
- AUM share
- 1.6%
- Avg. per client
- $15.7M
- Clients
- 33
- Regulatory AUM
- $342M
- AUM share
- 17.6%
- Avg. per client
- $10.4M
Total
- Clients
- 315
- Regulatory AUM
- $1.95B
- AUM share
- 100%
- Avg. per client
- $6.18M
- Clients outside the U.S.
- 80%
- Clients advised without assets under management last fiscal year
- 46
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Bulltick Wealth Management charges 0.50%–1.75% a year for its Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning fees are negotiated with the client and generally range from $2,500 to $10,000.
- Wealth Data Management
- Optional consolidated reporting of outside accounts is generally no more than 0.20% a year of their value, with a $2,500 minimum per account without a custodian feed.
Bulltick Capital Markets Holdings, LLC owns 75% or more of Bulltick Wealth Management and is in turn owned by NBLP LP (25–50%). The leadership team of Bulltick Wealth Management includes Chief Financial Officer William Herrera and Chief Compliance Officer Genemarie Eguilior. It has 62 employees, 21 of them in advisory roles.
Leadership
- William HerreraChief Financial Officer
- Genemarie EguiliorChief Compliance Officer
- Humberto Banuelos CaamanoCEO
Investment adviser representatives
24 representatives listed in the SEC register as of 9 October 2026.
- Adrian Aguirre Ojeda
- Gregan Sterling Anderson
- Jose Rodrigo Covian
- Diego De la Serna Valencia
- Jaime Del Valle Castillo
- Gabriel Guillermo Elorduy
- Alejandro Garcia
- Javier Garza Lozano
- Nicolas Hernandez
- Rita Maria Herrera De Von Der Goltz
- Adolfo Lazaro
- Juan Jose Lopez Quinones
- Javier Martin-Riva
- Carlos Antonio Mena
- Miguel Angel Olavarri Hervella
- Arnoldo Porras
- Jose Ignacio Rivas Morales
- Tatiana Rivero Cuellar
- Oscar Luis Santaella
- Agustin Toussaint
- Enrique Vila
- Enrique Vila
- Hector Francisco Villaescusa
- Carlos Eduardo Younes Padilla
Staff
- 62 employees
- 21 in advisory functions
- 25 state-registered reps
- 37 broker-dealer reps
- 10 insurance agents
- 6 soliciting firms
- Owns 75% or more of Bulltick Wealth Management, LLC
Bulltick Capital Markets Holdings, LLC
Control person · since May 2009
- Owns 25% to 50% of Bulltick Capital Markets Holdings, LLC
NBLP LP
Control person · since July 2021
- Owns 75% or more of NBLP LP
Adolfo Del Cueto Aramburu
Control person · since January 2011
- Owns 75% or more of Bulltick Wealth Management, LLC
Bulltick Capital Markets Holdings,
Control person · since May 2009
Bulltick Wealth Management’s regulatory assets grew 2.3× from $863M (March 2021) to $1.95B (March 2026); clients rose from 190 to 315 and employees from 19 to 62.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.95B | 315 | 62 | 10 |
| April 2025 | $1.68B | 253 | 50 | 8 |
| March 2024 | $2.59B | 225 | 41 | 8 |
| March 2023 | $1.66B | 225 | 42 | 2 |
| March 2022 | $1.59B | 192 | 34 | 2 |
| March 2021 | $863M | 190 | 19 | 2 |
Besides its headquarters, Bulltick Wealth Management has 9 offices (8 private residences, listed without an address), with 2 listed addresses in Florida and Texas.
Florida · 1 listed address
- 333 Se 2nd Ave, Suite 3950, MiamiHQ
Texas · 1 listed address
- 1790 Hughes Landing BLVD, The Woodlands
Contact and registration details
- Legal name
- Bulltick Wealth Management, LLC
- Headquarters
- 333 Se 2nd Ave, Suite 3950, Miami, FL 33131
- Website
- bulltick.com
- Phone
- 305-533-1541
- SEC file
- 801-69169
- Structure
- Florida LLC
- Fiscal year end
- December
Bulltick Wealth Management uses Pershing ($1.35B, 78%) and J.P. Morgan ($385M, 22%) as custodians for its separately managed accounts. Bulltick Wealth Management has custody of $646M in client assets for 35 clients.
- PershingPershing LLC · Jersey City, NJ · $1.35B78%
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $385M22%
At year end, Bulltick Wealth Management’s separately managed accounts were mostly in stocks (79%) and bonds (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $490M across 134 positions; the largest are iShares TR (7.8%), SPDR Gold TR (4.8%) and Nvidia Corporation (4.5%).
What the accounts hold
- Stocks79%
- Funds3%
- Bonds10%
- U.S. government and agency bonds5%
- High-yield corporate bonds3%
- Investment grade corporate bonds2%
- Cash7%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $490M
- Reported 13F value
- 134
- Positions
- 40.9%
- In the 10 largest
- +8.3%
- Value vs. prior quarter
- iShares TR · Trust Ishare 0-17.8%
- SPDR Gold TR · Gold Shs4.8%
- Nvidia Corporation4.5%
- Microsoft Corp.4.2%
- iShares TR · 7-10 YR Trsy BD4.0%
- Amazon Com Inc.3.4%
- Berkshire Hathaway Inc. Del · CL B New3.3%
- iShares TR · Core S&P500 ETF3.2%
- iShares Inc. · MSCI Eurzone ETF2.8%
- Alphabet Inc. · Cap Stk CL A2.8%
Together, the ten largest are 40.9% of reported value.
How many clients does Bulltick Wealth Management have?
Bulltick Wealth Management has 315 clients and manages $1.95 billion for them, as of March 2026. They include 198 high-net-worth individuals, 82 individual clients, and 33 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Bulltick Wealth Management offer?
Bulltick Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bulltick Wealth Management charge?
Bulltick Wealth Management charges 0.50%–1.75% a year for its Management Fees. The fee is billed in arrears and is negotiable.
Source: BULLTICK WEALTH MANAGEMENT, LLC, filed 31 March 2026
Which custodians does Bulltick Wealth Management use?
Bulltick Wealth Management’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $1.35B and J.P. Morgan Securities LLC (New York, NY), with $385M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Bulltick Wealth Management have?
Bulltick Wealth Management has 25 investment adviser representatives registered with state securities authorities, out of 62 employees, and 21 perform investment advisory functions. 37 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bulltick Wealth Management invest in?
At the end of its last fiscal year, Bulltick Wealth Management’s separately managed accounts held 79% exchange-traded equities, 7% cash and equivalents, 5% U.S. government and agency bonds, 3% high-yield corporate bonds, 3% registered funds (mutual funds, ETFs, BDCs) and 2% investment grade corporate bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bulltick Wealth Management?
Bulltick Wealth Management is owned through a chain of holding companies by Adolfo Del Cueto Aramburu. Its direct owners are Bulltick Capital Markets Holdings, LLC (75% or more) and Bulltick Capital Markets Holdings (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Bulltick Wealth Management get paid?
Bulltick Wealth Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Bulltick Wealth Management registered with the SEC?
Yes, Bulltick Wealth Management has been registered with the SEC as an investment adviser since 27 May 2008. Its CRD number is 141588 and its SEC file number is 801-69169.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Bulltick Wealth Management?
Bulltick Wealth Management’s main office is at 333 Se 2nd Ave, Suite 3950, Miami, FL 33131. Its phone number is 305-533-1541. Its website is bulltick.com.