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- Custodian
- BNY Mellon · JP Morgan · Pershing · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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