The BULLTICK WEALTH MANAGEMENT GROUP is a privately held investment adviser that advises $1.95Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BULLTICK WEALTH MANAGEMENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 125.73% over the last 5-years.
The Group has been registered with the SEC for 18.19 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 333 SE 2ND AVE SUITE 3950, MIAMI, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 72 employees comprised of 23 investment and 49 non-investment staff. The total number of Employees increased by 278.95% over the last 5-years.
Their $1.95Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 33 other accounts. Assets of High Net Worth Individuals clients own $1.54Bn or 78.87% of Total Assets and Corporations or Other Businesses own $341.77mn or 17.55% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
BULLTICK WEALTH MANAGEMENT GROUP names 1 sub-adviser LAFIRMA ASSET SERVICES S.C. to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.