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- Custodian
- BNY Mellon · JP Morgan · Pershing · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-15-2006
- Office Locations
- 11
Office Locations
About Bulltick Wealth Management, LLC
Bulltick is a majority employee-owned investment firm with 20+ years serving Latin American institutions and individuals/families. It provides institutional sales & trading across equities, fixed income and derivatives, plus tailored wealth and asset management, alternative investments (real estate, venture capital, private equity) and wealth protection/insurance planning. Key differentiators include trilingual (Spanish/English/Portuguese) coverage and a proprietary technology suite.
Reported data analysis
What the numbers show
Between August 12, 2025 and March 31, 2026, reported AUM increased 16.1%, from $1.7B to $1.9B.
Across 5 reported observations, AUM increased 22.6% between March 31, 2022 and March 31, 2026, from $1.6B to $1.9B.
Of the latest reported AUM, 84.7% is discretionary and 15.3% is non-discretionary.
The firm reports 21 advisory representatives and 361 clients, or 17.2 clients per representative. That equates to $5.4M in reported AUM per client.
The profile lists 11 reported office locations and 19 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Bulltick Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HUMBERTO BANUELOS CAAMANO
Chief Executive Officer
- CRD
- #5156168
- Ownership
- Less than 5%
GENEMARIE BIERLEY EGUILIOR
Chief Compliance Officer
- CRD
- #2309541
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Adrian Aguirre Ojeda
Financial Advisor
- CRD
- #7823959
Gregan Sterling Anderson
Portfolio Manager and Head of Portfolio Analysis and Investment Operations
- CRD
- #6718027
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,649,140,418 | $5,218,799 |
| Non-Discretionary | $297,937,445 | $1,827,837 |
| Total | $1,947,077,863 | $4,064,881 |
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Separately Managed Accounts
SMA allocation detail is available
Bulltick Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Bulltick Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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