Investment adviser · CRD 141588
BULLTICK WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $1.95B Form ADV · Item 5.F
- Client accounts
- 479 Accounts, not individual clients
- Employees
- 62 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 198 | $1,535,813,119 | 78.9% |
| Corporations & businesses | 33 | $341,766,213 | 17.6% |
| Individuals | 82 | $38,191,742 | 2.0% |
| Pooled investment vehicles | 2 | $31,306,789 | 1.6% |
Filing source
Form ADV 2086108 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
DOMUM REAL ESTATE FUND LPReal Estate Fund · Last reported Mar 31, 2026$31.3MGross asset value
Form D fundraising filings
Feeder funds
- DOMUM REAL ESTATE OFFSHORE FUND LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
MARCUM LLP
PCAOB 688
Fund details & source
- Fund ID
- 805-6828325552
- Reported beneficial owners
- 44
- Minimum commitment
- $100K
- Form D file number
- 021-438691
Form ADV 2086108 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
333 SE 2ND AVE, SUITE 3950MIAMI, FL, 33131, United States
CRD 141588
Filing source
Form ADV 2086108 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.