BULLTICK WEALTH MANAGEMENT, LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 141588). Regulatory assets under management: $1.9B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Humberto Banuelos Caamano | CEO | — |
| William Albert Herrera | CHIEF FINANCIAL OFFICER | — |
| Adolfo Del Cueto Aramburu | OWNER AND GENERAL PARTNER | — |
| Genemarie Bierley Eguilior | CHIEF COMPLIANCE OFFICER | — |
| VIDAURRI EVERARDO | MANAGER; CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| BANUELOS CAAMANO HUMBERTO | CEO; MANAGER; MEMBER; MANAGER (+2 more) | — |
| MADARIAGA MICHIELI JOSE | MANAGER; OWNER; OWNER/MANAGER | — |
| HIERRO ARTURO | MANAGER | — |
| TOUSSAINT AGUSTIN | CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER; MANAGER | — |
| WILSON JARED RYAN | CHIEF COMPLIANCE OFFICER | — |
| COLLAZOS MARCO A | CHIEF COMPLIANCE OFFICER | — |
| MOREIRA JEFERSON M | CHIEF COMPLIANCE OFFICER | — |
| HERRERA WILLIAM ALBERT | CFO; CHIEF FINANCIAL OFFICER | — |
| DEL CUETO ADOLFO | CEO; OWNER AND GENERAL PARTNER | — |
| EGUILIOR GENEMARIE BIERLEY | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2024-09-14 | regulatory | ON 09/17/24, THE SEC INSTITUTED SETTLED ADMINISTRATIVE PROCEEDINGS AGAINST THE FIRM IN CONNECTION WITH ITS FAILURE TO FILE FORM 13F FILINGS FROM THE QUARTER ENDING 12/31/2020 TO 9/30/23. THE FIRM AGREED TO CEASE AND DESIST FROM COMMITTING OR CAUSING ANY VIOLATIONS OF SECTION 13(F)(1) UNDER THE SECUR… | Final | $175K |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| DOMUM REAL ESTATE FUND LP | Real Estate Fund | Delaware | 44 | $31.3M | $100K |
Showing 15 of 18 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| THE WOODLANDS | TX | 2 | 305-722-5011 |
| THE WOODLANDS | TX | 2 | 305-722-5011 |
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| — | — | 1 | 305-533-1541 |