BULLTICK WEALTH MANAGEMENT, LLC

CRD

141588

SEC file #

801-69169

EIN

203857734

DBA names

—

Economics

AUM

$1.95B

AUM band

$1B+

AUM trajectory

'20 · $415.4M

'21 · $543.3M

'22 · $1.69B

'23 · $1.59B

'25 · $1.68B

'26 · $1.95B

'20'26

$415.4M → $1.95B▲ +369%

sec adv history

Client mix

Individuals High Net Worth	198
Individuals Other	82
Corporations	33
Pooled Investment Vehicles	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 10 advisors

'22 · 10 advisors

'23 · 21 advisors

'25 · 20 advisors

'26 · 21 advisors

'20'26

7 advisors → 21 advisors▲ +200%

sec adv history

Primary office

MIAMI FL

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

bulltick.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BULLTICK CAPITAL MARKETS HOLDINGS,

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BULLTICK CAPITAL MARKETS HOLDINGS,

BANUELOS CAAMANO, HUMBERTO

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BULLTICK.COM

Rdap Domain Creation Date

1999-07-02T00:07:48Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001912448

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-02-14

Edgar Last Filing Date

2026-04-27

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-27

Accession0001214659-26-005091

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Pershing	4
E*trade	4
U.s. Bank	2
Jpmorgan	2

adv brochure

Edgar Addresses

Mailing

333 SE 2ND AVENUESUITE 3950MIAMI, FL 33131

Business

333 SE 2ND AVENUESUITE 3950MIAMI, FL 33131

Edgar EIN

203857734

Edgar Recent Filings

13F-HR2026-04-27 · 0001214659-26-005091

13F-HR2026-02-17 · 0001214659-26-001829

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-07-02T00:07:48Z

Rdap Domain Last Changed

2025-07-02T15:02:17Z

Rdap Nameservers

Ns1-01.azure-dns.comNs2-01.azure-dns.netNs3-01.azure-dns.orgNs4-01.azure-dns.info

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate

HUMBERTO BANUELOS CAAMANO

People (26)

Executive Officer · 2.5%

5156168

GENEMARIE BIERLEY EGUILIOR

Executive Officer · 2.5%

2309541

WILLIAM ALBERT HERRERA

Executive Officer · 2.5%

2153052

Jose Ignacio Rivas Morales

RITA MARIA HERRERA DE VON DER GOLTZ

7630125

Gregan Sterling Anderson

Juan Jose Lopez Quinones

7415926

Tatiana Rivero Cuellar

CARLOS EDUARDO YOUNES PADILLA

7423764

Diego De la Serna Valencia

4625940

MIGUEL ANGEL OLAVARRI HERVELLA

7172774

GABRIEL GUILLERMO ELORDUY