BULLTICK WEALTH MANAGEMENT, LLC

333 Se 2nd Ave
Suite 3950
Miami, Florida 33131
Tel: 305-533-1541

About BULLTICK WEALTH MANAGEMENT, LLC

BULLTICK WEALTH MANAGEMENT, LLC, formally registered with the SEC as BULLTICK WEALTH MANAGEMENT, LLC. The firm was established in 05/27/2008. They have over 8 offices throughout the country.

BULLTICK WEALTH MANAGEMENT, LLC is a Miami, Florida based Financial Planning firm with nearly $1,599,137,992 assets under management, offering retirement planning & investment advisory services to 339 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141588
SEC#	801-69169
Assets Managed by Firm	$1,599,137,992
No. of Clients	339
No. of Advisors	41

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (INVESTMENT CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	339	$1,599,137,992
Individuals (other than high net worth individuals)	53	$21,534,677
High net worth individuals	156	$1,462,593,241
Corporations or other businesses	19	$79,404,891

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