DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bulltick Wealth Management, LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 26, 2012 · 30 filings
SEC status approved since May 27, 2008
RAUM
$1.9B
reported, Item 5.F
Discretionary
85%
of RAUM
Private clients
81%
$1.6B individuals and HNW
Advisors
23
registered through the firm on IAPD
RAUM per advisor
$84.7M
derived; firm RAUM over IAPD count
Employees
62
21 advisory (5.B.1)
Offices
9
beyond the principal office
Private funds
1
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$1.9B as of Mar 31, 2026
Mar 26, 2012$140M then
HNW client RAUM$1.5B as of Mar 31, 2026
Mar 30, 2018$115M then
State-registered IARs (5.B.3)25 as of Mar 31, 2026
May 6, 20133 then
Employees (5.A)62 as of Mar 31, 2026
May 6, 20138 then
Private funds1 as of Mar 31, 2026
Mar 31, 20211 then
RAUM +16% over the last fiscal year+5.5% a year over threeIARs 17 to 25offices 7 to 9
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $84.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 12derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.8MderivedHNW RAUM over HNW clients
- Average account
- $4.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 85%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.7derivedItem 5.A over advisors
- Advisors per office
- 2.3derived10 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +47%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +24%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $646M, 35 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.5B79%
- Corporations and businesses$342M18%
- Individuals$38.2M2.0%
- Pooled investment vehicles$31.3M1.6%
- Individual clients
- 82reported
- HNW clients
- 198reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 479reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $646M for 35 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.81 fund_share=0.02 institutional_share=0.0 related_bd=true related_bank=false bd_reps=37.0derived
Advisors registered through the firm
23 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Agustin Toussaint | Miami, Fl | Jan 29, 2007 | 23 y | 2 |
| Carlos Eduardo Younes Padilla | Miami, Fl | Dec 11, 2015 | 16 y | 3 |
| Miguel Angel Olavarri Hervella | Miami, Fl | May 21, 2018 | 11 y | 1 |
| Gabriel Guillermo Elorduy | Miami, Fl | Aug 15, 2018 | 27 y | 2 |
| Javier Martin-Riva | Miami, Fl | May 6, 2019 | 10 y | 1 |
| Gregan Sterling AndersonChartered Financial Analyst | Miami, Fl | Feb 25, 2020 | 10 y | 0 |
| Juan Jose Lopez QuinonesChartered Financial Analyst | Miami, Fl | Sep 8, 2021 | 11 y | 0 |
| Jose Rodrigo Covian | Miami, Fl | Apr 8, 2022 | 19 y | 0 |
| Rita Maria Herrera De Von Der Goltz | Miami, Fl | Jun 6, 2022 | 15 y | 0 |
| Tatiana Rivero Cuellar | Cdmx | Aug 24, 2022 | 14 y | 0 |
| Adolfo Lazaro | Miami, Fl | Sep 28, 2022 | 14 y | 0 |
| Hector Francisco Villaescusa | Miami, Fl | Oct 20, 2022 | 17 y | 0 |
| Diego De La Serna Valencia | Hermonsillo | Dec 22, 2022 | 11 y | 0 |
| Jose Ignacio Rivas MoralesChartered Financial Analyst | Miami, Fl | Dec 22, 2022 | 13 y | 0 |
| Javier Garza Lozano | Miami, Fl | Jul 14, 2023 | 18 y | 0 |
| Adrian Aguirre Ojeda | Shenendoah, Tx | Oct 21, 2024 | 36 y | 0 |
| Jaime Del Valle Castillo | Miami, Fl | Jun 2, 2025 | 12 y | 0 |
| Enrique Vila | Miami, Fl | Jun 14, 2025 | 27 y | 2 |
| Arnoldo Porras | Miami, Fl | Aug 7, 2025 | 30 y | 2 |
| Oscar Luis Santaella | Hoboken, Nj | Aug 8, 2025 | 21 y | 2 |
| Alejandro Garcia | Westport, Ct | Aug 12, 2025 | 18 y | 3 |
| Carlos Antonio Mena | Miami, Fl | Aug 19, 2025 | 31 y | 1 |
| Nicolas Hernandez | Miami, Fl | Dec 16, 2025 | 13 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Christian Silvalima Gherardi to Snowden Capital Advisors LLCDec 4, 2023 · RIA to affiliated broker-dealer or bank
- Andre Filipe Da Silva Reid to Vectorglobal Iag, Inc.Apr 10, 2023 · RIA to RIA
- Kathryn Rooney Vera to Stonex Advisors Inc.Apr 10, 2023 · RIA to affiliated broker-dealer or bank
- Klaus Spielkamp to Xp Advisory US, Inc.May 3, 2022 · Other
- Denise Jacqueline Desaulniers to Bci Securities, Inc.Oct 18, 2019 · RIA to RIA
- Diego Luna Y Parra Diaz to Finamex Asset Management, LLCSep 30, 2019 · RIA to a newly registered adviser
- Maria Ligia Arbelaez to Itau International Securities Inc.Mar 27, 2017 · Other
- Fernando Pardo Martinez to Gra Investment AdvisorJul 3, 2013 · Other
- Arturo Hierro Bohigas to Western International SecuritiesFeb 7, 2012 · Other
- Everardo Vidaurri to Stonex International Advisors IncSep 30, 2009 · Other
Joined, latest
- Nicolas Hernandez from Morgan StanleyDec 16, 2025 · Wirehouse to independent RIA
- Carlos Antonio Mena from Stonex International Advisors IncAug 19, 2025 · RIA to RIA
- Alejandro Garcia from Stonex International Advisors IncAug 12, 2025 · RIA to RIA
- Oscar Luis Santaella from Stonex International Advisors IncAug 8, 2025 · RIA to RIA
- Arnoldo Porras from Stonex International Advisors IncAug 7, 2025 · RIA to RIA
- Enrique Vila from Morgan StanleyJun 14, 2025 · Wirehouse to independent RIA
- Javier Martin-Riva from Oppenheimer & Co. Inc.May 6, 2019 · Other
- Gabriel Guillermo Elorduy from Crosswell Family Wealth AdvisorsAug 15, 2018 · Other
- Miguel Angel Olavarri Hervella from Crosswell Family Wealth AdvisorsMay 21, 2018 · Other
- Christian Silvalima Gherardi from Citigroup Global Markets Inc.Apr 11, 2016 · Other
- Maria Ligia Arbelaez from Brickell Global Advisory, Inc.Jan 14, 2016 · Other
- Carlos Eduardo Younes Padilla from Vectorglobal Iag, Inc.Dec 11, 2015 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Crosswell Family Wealth AdvisorsJun 13, 2018 · The Woodlands, Tx
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Domum Real Estate Fund LP | Real Estate Fund | $31.3M | 44 | Mar 31, 2020 |
Owners and control persons
Schedule A and B, latest filing
- Humberto Banuelos Caamano · Ceocontrolsince 01/2008 · owns less than 5%
- Bierley Genemarie Eguilior · Chief Compliance Officercontrolsince 11/2021 · owns less than 5%
- Albert William Herrera · Chief Financial Officercontrolsince 10/2012 · owns less than 5%
- Adolfo Del Cueto Aramburu · Owner And General Partnercontrolsince 01/2011 · owns 75% or more of Nblp LP
Entity owners
- Bulltick Capital Markets Holdings, · Memberdirect · owns 75% or more
- Bulltick Capital Markets Holdings, LLC · Memberdirect · owns 75% or more
- Nblp LP · Memberindirect · owns 25% to 50% of Bulltick Capital Markets Holdings, LLC
Related persons
Schedule D 7.A
- Bulltick Administrative Services, LLCpooled vehicle sponsorn
- Bulltick Insurance Agency, LLCreal estaten
- Bulltick, LLCbroker-dealern
- Bulltick4u Advisor, LLCinvestment advisernRAUM $142,776
- Domum Real Estate Ventures II LLCpooled vehicle sponsorn
- Domum Real Estate Ventures LLCpooled vehicle sponsorn
Advisers that list Bulltick Wealth Management, LLC as a related person
- 319418 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami, Fl · principal | 23 | 1 | 0 | ||
| Shenendoah, Tx | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Shenandoah, TX2 employees
- , 1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- new owner headcount expandsCombination · filing Mar 31, 2026BULLTICK CAPITAL MARKETS HOLDINGS, joined Schedule A on the filing of 2026-03-31; advisors 17.0 to 25.0 between the annual amendments of 2025-04-29 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Mar 31, 2026DEL CUETO ARAMBURU, ADOLFO (OWNER AND GENERAL PARTNER) left Schedule A between the filings of 2021-12-05 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 388 to 479Aug 12, 2025 to Mar 31, 2026
- Advisory employees · 20 to 21Aug 12, 2025 to Mar 31, 2026
- BD registered reps · 32 to 37Aug 12, 2025 to Mar 31, 2026
- Corporate clients · 26 to 33Aug 12, 2025 to Mar 31, 2026
- HNW clients · 164 to 198Aug 12, 2025 to Mar 31, 2026
- Individual clients · 61 to 82Aug 12, 2025 to Mar 31, 2026
- Assets in custody · $34.3M to $646MAug 12, 2025 to Mar 31, 2026
- Employees · 50 to 62Aug 12, 2025 to Mar 31, 2026
- Insurance-licensed employees · 0 to 2Aug 12, 2025 to Mar 31, 2026
- State-registered IARs · 17 to 25Aug 12, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.5B to $1.6BAug 12, 2025 to Mar 31, 2026
- HNW RAUM · $1.4B to $1.5BAug 12, 2025 to Mar 31, 2026
- Individual RAUM · $28.2M to $38.2MAug 12, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $217M to $298MAug 12, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $34.3M to $31.3MAug 12, 2025 to Mar 31, 2026
- RAUM · $1.7B to $1.9BAug 12, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Apr 29, 2025 to Aug 12, 2025
- Other offices · 7 to 9Apr 29, 2025 to Aug 12, 2025
- Accounts · 339 to 388Oct 17, 2024 to Apr 29, 2025
- BD registered reps · 28 to 32Oct 17, 2024 to Apr 29, 2025
- Corporate clients · 19 to 26Oct 17, 2024 to Apr 29, 2025
- HNW clients · 156 to 164Oct 17, 2024 to Apr 29, 2025
- Individual clients · 53 to 61Oct 17, 2024 to Apr 29, 2025
- Assets in custody · $35.6M to $34.3MOct 17, 2024 to Apr 29, 2025
- Employees · 41 to 50Oct 17, 2024 to Apr 29, 2025
- Discretionary RAUM · $1.4B to $1.5BOct 17, 2024 to Apr 29, 2025
- HNW RAUM · $1.5B to $1.4BOct 17, 2024 to Apr 29, 2025
- Individual RAUM · $21.5M to $28.2MOct 17, 2024 to Apr 29, 2025
- Non-discretionary RAUM · $227M to $217MOct 17, 2024 to Apr 29, 2025
- Pooled vehicle RAUM · $35.6M to $34.3MOct 17, 2024 to Apr 29, 2025
- RAUM · $1.6B to $1.7BOct 17, 2024 to Apr 29, 2025
- Wrap assets (manager) · 0.0 to unsetOct 17, 2024 to Apr 29, 2025
- Wrap assets (sponsor) · 0.0 to unsetOct 17, 2024 to Apr 29, 2025
- Accounts · 348 to 339Mar 29, 2024 to Oct 17, 2024
- Corporate clients · 15 to 19Mar 29, 2024 to Oct 17, 2024
- HNW clients · 152 to 156Mar 29, 2024 to Oct 17, 2024
- Individual clients · 56 to 53Mar 29, 2024 to Oct 17, 2024
- Assets in custody · $37.8M to $35.6MMar 29, 2024 to Oct 17, 2024
- Discretionary RAUM · $2.1B to $1.4BMar 29, 2024 to Oct 17, 2024
- HNW RAUM · $2.5B to $1.5BMar 29, 2024 to Oct 17, 2024
Signals
15 dated events
- Bulltick Wealth Management, Llc reported RAUM $1.6B, down 38% from $2.6B (2024-03-29 to 2024-10-17)Oct 17, 2024 · RAUM change · derived
- Bulltick Wealth Management, Llc reported 7 offices beyond its principal office, up from 1 (2023-03-31 to 2024-03-29)Mar 29, 2024 · Office count change · derived
- Bulltick Wealth Management, Llc reported RAUM $2.6B, up 56% from $1.7B (2023-03-31 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Agustin Toussaint (Manager) no longer on Schedule A of Bulltick Wealth Management, Llc (listed 2023-03-31, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Christian Silvalima Gherardi left Bulltick Wealth Management, Llc for Snowden Capital Advisors Llc (registered 2024-01-24)Dec 4, 2023 · Advisor changed firm · fact
- Andre Filipe Da Silva Reid left Bulltick Wealth Management, Llc for Vectorglobal Iag, Inc. (registered 2023-05-03)Apr 10, 2023 · Advisor changed firm · fact
- Kathryn Rooney Vera left Bulltick Wealth Management, Llc for Stonex Advisors Inc. (registered 2023-05-26)Apr 10, 2023 · Advisor changed firm · fact
- Klaus Spielkamp left Bulltick Wealth Management, Llc for Xp Advisory Us, Inc. (registered 2023-05-19)May 3, 2022 · Advisor changed firm · fact
- M Jeferson Moreira (Chief Compliance Officer) no longer on Schedule A of Bulltick Wealth Management, Llc (listed 2021-11-01, absent 2021-12-05)Dec 5, 2021 · Control person left · inference
- Bierley Genemarie Eguilior (Chief Compliance Officer) appeared on Schedule A of Bulltick Wealth Management, LlcDec 5, 2021 · Control person joined · fact
- Bulltick Wealth Management, Llc reported RAUM $1.7B, up 95% from $862.6M (2021-03-31 to 2021-11-01)Nov 1, 2021 · RAUM change · derived
- Bulltick Wealth Management, Llc reported RAUM $862.6M, up 59% from $543.3M (2021-01-11 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Adolfo Del Cueto (Ceo) appeared on Schedule A of Bulltick Wealth Management, LlcMar 31, 2021 · Control person joined · fact
- Bulltick Wealth Management, Llc reported RAUM $558.0M, up 34% from $415.4M (2019-03-29 to 2020-04-01)Apr 1, 2020 · RAUM change · derived
- Bulltick Wealth Management, Llc reported RAUM $392.6M, up 47% from $266.6M (2017-03-31 to 2018-01-26)Jan 26, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- BULLTICK.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-533-1541reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $84.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Bulltick Wealth Management, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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