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BULLTICK WEALTH MANAGEMENT, LLC

MIAMI, FL · CRD 141588 · IAPD ↗ · bulltick.com · 305-533-1541

$1.95BRegulatory AUM
21Advisory reps
62Employees
46Clients
0Planning clients
1Private funds
4States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
December 2025 — BULLTICK WEALTH MANAGEMENT, LLC notice-filed in CT, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — BULLTICK WEALTH MANAGEMENT, LLC added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
November 2024 — BULLTICK WEALTH MANAGEMENT, LLC reported RAUM down 38% ($2.59B -> $1.60B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
November 2024 — BULLTICK WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — BULLTICK WEALTH MANAGEMENT, LLC added office(s): 1 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — BULLTICK WEALTH MANAGEMENT, LLC now reports custody of client assets ($75.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
71
April 2024 — BULLTICK WEALTH MANAGEMENT, LLC reported RAUM up 56% ($1.66B -> $2.59B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.