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| Bulltick Wealth Management LLC
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| CRD # | 141588 |
| SEC # | 801-69169 |
| CIK # | 0001912448 |
| AUM | 1,947.1 M (2026-03-31) |
| Employees | 62 (34% Investors, 60% Brokers) |
| Fees | |
| Minimum | |
| Phone | 305-533-1541 |
| Address | 333 SE 2nd Ave Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 26.3 | ||
| Nvidia Corp | 20.4 | ||
| Microsoft Corp | 18.3 | ||
| Amazon Com Inc | 16.6 | ||
| Oracle Corp | 12.7 | ||
| iShares Comex Gold Trust | 12.5 | ||
| Salesforce Com Inc | 11.8 | ||
| Alphabet Inc | 11.0 | ||
| GS Acquisition Holdings Corp | 10.5 | ||
| Blackstone Group LP | 9.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Domum Real Estate Fund LP | [2020-03-31] | 0.5 M | 31.3 M |
| Filed 2022-03-24 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 0.0 |
| (b) Individuals (high net worth individuals) | 198 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 479 | 1.9 |
| By Discretionary | ||
| Discretionary | 316 | 1.6 |
| Non-Discretionary | 163 | 0.3 |
| Total | 479 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 0.2 | |
| Total | 479 | 1.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Bulltick Financial Advisory Services LLC | Executive Officer | 7 | 2 | |
| Lafirma Asset Services SC | Executive Officer | 1 | 1 | |
| Domum Real Estate Ventures LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001912448] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 46 (80 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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