BULLTICK WEALTH MANAGEMENT, LLC
CRD #141588 SEC #801-69169 MIAMI, FL 305-533-1541
SEC Registered Private Funds
Total AUM
$1.7B
Discretionary
$1.5B
Employees
50
Clients
0
Accounts
388
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.7B | $1.5B | $216.9M | 50 | 39 |
| Apr 2025 | $1.7B | $1.5B | $216.9M | 50 | 39 |
| Mar 2025 | $1.7B | $1.5B | $216.9M | 50 | 39 |
| Oct 2024 | $1.6B | $1.4B | $227.3M | 41 | 42 |
| Mar 2024 | $2.6B | $2.1B | $521.9M | 41 | 25 |
| Mar 2023 | $1.7B | $1.4B | $243.6M | 42 | 13 |
| Mar 2022 | $1.6B | $1.4B | $201.2M | 34 | 4 |
| Dec 2021 | $1.7B | $1.5B | $175.7M | 19 | 9 |
| Nov 2021 | $1.7B | $1.5B | $175.7M | 19 | 9 |
| Mar 2021 | $862.6M | $804.9M | $57.8M | 19 | 9 |
| Jan 2021 | $543.3M | $489.5M | $53.8M | 19 | 5 |
| Jan 2021 | $543.3M | $489.5M | $53.8M | 19 | 5 |
| Jun 2020 | $558M | $504.3M | $53.7M | 19 | 5 |
| Apr 2020 | $558M | $504.3M | $53.7M | 19 | 5 |
| Mar 2019 | $415.4M | $362.8M | $52.5M | 14 | 0 |
| May 2018 | $332.4M | $295.9M | $36.5M | 11 | 0 |
| Mar 2018 | $332.4M | $295.9M | $36.5M | 11 | 0 |
| Jan 2018 | $392.6M | $345.1M | $47.5M | 11 | 0 |
| Mar 2017 | $266.6M | $202.5M | $64.1M | 13 | 26 |
| Mar 2016 | $112.7M | $99.5M | $13.2M | 12 | 26 |
| Oct 2015 | $116.8M | $106.9M | $9.9M | 8 | 26 |
| Jun 2015 | $95.9M | $93M | $2.9M | 8 | 26 |
| Apr 2015 | $95.9M | $93M | $2.9M | 8 | 26 |
| Mar 2015 | $95.9M | $93M | $2.9M | 8 | 26 |
| Dec 2014 | $96.6M | $96.6M | $0 | 8 | 26 |
| Mar 2014 | $96.6M | $96.6M | $0 | 8 | 26 |
| Oct 2013 | $94.1M | $94.1M | $0 | 8 | 11 |
| May 2013 | $141.7M | $141.7M | $0 | 8 | 11 |
| Mar 2012 | $139.9M | $139.9M | $0 | 6 | 26 |
| Feb 2011 | $119.6M | $119.6M | $0 | 10 | -- |
| Mar 2010 | $167.3M | $167.3M | $0 | 10 | -- |
| Sep 2009 | $71.4M | $70.6M | $811.7K | 5 | -- |
| Jul 2009 | $71.4M | $70.6M | $811.7K | 5 | -- |
| Dec 2006 | $0 | $0 | $0 | 5 | -- |
| Dec 2006 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$216.9M
Employees50
Clients39
DateApr 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$216.9M
Employees50
Clients39
DateMar 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$216.9M
Employees50
Clients39
DateOct 2024
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$227.3M
Employees41
Clients42
DateMar 2024
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$521.9M
Employees41
Clients25
DateMar 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$243.6M
Employees42
Clients13
DateMar 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$201.2M
Employees34
Clients4
DateDec 2021
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$175.7M
Employees19
Clients9
DateNov 2021
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$175.7M
Employees19
Clients9
DateMar 2021
Total AUM$862.6M
Discretionary$804.9M
Non-Disc.$57.8M
Employees19
Clients9
DateJan 2021
Total AUM$543.3M
Discretionary$489.5M
Non-Disc.$53.8M
Employees19
Clients5
DateJan 2021
Total AUM$543.3M
Discretionary$489.5M
Non-Disc.$53.8M
Employees19
Clients5
DateJun 2020
Total AUM$558M
Discretionary$504.3M
Non-Disc.$53.7M
Employees19
Clients5
DateApr 2020
Total AUM$558M
Discretionary$504.3M
Non-Disc.$53.7M
Employees19
Clients5
DateMar 2019
Total AUM$415.4M
Discretionary$362.8M
Non-Disc.$52.5M
Employees14
Clients0
DateMay 2018
Total AUM$332.4M
Discretionary$295.9M
Non-Disc.$36.5M
Employees11
Clients0
DateMar 2018
Total AUM$332.4M
Discretionary$295.9M
Non-Disc.$36.5M
Employees11
Clients0
DateJan 2018
Total AUM$392.6M
Discretionary$345.1M
Non-Disc.$47.5M
Employees11
Clients0
DateMar 2017
Total AUM$266.6M
Discretionary$202.5M
Non-Disc.$64.1M
Employees13
Clients26
DateMar 2016
Total AUM$112.7M
Discretionary$99.5M
Non-Disc.$13.2M
Employees12
Clients26
DateOct 2015
Total AUM$116.8M
Discretionary$106.9M
Non-Disc.$9.9M
Employees8
Clients26
DateJun 2015
Total AUM$95.9M
Discretionary$93M
Non-Disc.$2.9M
Employees8
Clients26
DateApr 2015
Total AUM$95.9M
Discretionary$93M
Non-Disc.$2.9M
Employees8
Clients26
DateMar 2015
Total AUM$95.9M
Discretionary$93M
Non-Disc.$2.9M
Employees8
Clients26
DateDec 2014
Total AUM$96.6M
Discretionary$96.6M
Non-Disc.$0
Employees8
Clients26
DateMar 2014
Total AUM$96.6M
Discretionary$96.6M
Non-Disc.$0
Employees8
Clients26
DateOct 2013
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$0
Employees8
Clients11
DateMay 2013
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees8
Clients11
DateMar 2012
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees6
Clients26
DateFeb 2011
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees10
Clients--
DateSep 2009
Total AUM$71.4M
Discretionary$70.6M
Non-Disc.$811.7K
Employees5
Clients--
DateJul 2009
Total AUM$71.4M
Discretionary$70.6M
Non-Disc.$811.7K
Employees5
Clients--
DateDec 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--