Bulltick Wealth Management, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.6B
- Clients
- 315
- Avg AUM / client
- $6.2M
- Accounts
- 479
- Employees
- 62
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 82 | $38.2M | 1.96% |
| High net worth individuals | 198 | $1.5B | 78.9% |
| Pooled investment vehicles (non-investment companies) | 2 | $31.3M | 1.61% |
| Corporations and other businesses | 33 | $342M | 17.6% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $35.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Domum Real Estate Fund Lp master | Real Estate Fund | Delaware | $35.6M | 44 |
People (27)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Banuelos Caamano, Humberto | Ceo | Jan 2008 (19y) | Less than 5% | |
| Del Cueto Aramburu, Adolfo | Owner And General Partner | Jan 2011 (16y) | ≈ 14.06% – 50% via Nblp Lp | |
| Herrera, William, Albert | Chief Financial Officer | Oct 2012 (14y) | Less than 5% | |
| Eguilior, Genemarie, Bierley | Chief Compliance Officer | Nov 2021 (5y) | Less than 5% | |
| Agustin Toussaint | Registered representative | Jan 2007 (20y) | ||
| Carlos Eduardo Younes Padilla | Registered representative | Dec 2015 (11y) | ||
| Miguel Angel Olavarri Hervella | Registered representative | May 2018 (8y) | ||
| Gabriel Guillermo Elorduy | Registered representative | Aug 2018 (8y) | ||
| Javier Martin Riva | Registered representative | May 2019 (7y) | ||
| Gregan Sterling Anderson | Registered representative | CFA | Feb 2020 (6y) | |
| Juan Jose Lopez Quinones | Registered representative | CFA | Sep 2021 (5y) | |
| Jose Rodrigo Covian | Registered representative | Apr 2022 (4y) | ||
| Rita Maria Herrera De Von Der Goltz | Registered representative | Jun 2022 (4y) | ||
| Tatiana Rivero Cuellar | Registered representative | Aug 2022 (4y) | ||
| Adolfo Lazaro | Registered representative | Sep 2022 (4y) | ||
| Hector Francisco Villaescusa | Registered representative | Oct 2022 (4y) | ||
| Diego De La Serna Valencia | Registered representative | Dec 2022 (4y) | ||
| Jose Ignacio Rivas Morales | Registered representative | CFA | Dec 2022 (4y) | |
| Javier Garza Lozano | Registered representative | Jul 2023 (3y) | ||
| Adrian Aguirre Ojeda | Registered representative | Oct 2024 (2y) | ||
| Jaime Del Valle Castillo | Registered representative | Jun 2025 (1y) | ||
| Enrique Vila | Registered representative | Jun 2025 (1y) | ||
| Arnoldo Porras | Registered representative | Aug 2025 (1y) | ||
| Oscar Luis Santaella | Registered representative | Aug 2025 (1y) | ||
| Alejandro Garcia | Registered representative | Aug 2025 (1y) | ||
| Carlos Antonio Mena | Registered representative | Aug 2025 (1y) | ||
| Nicolas Hernandez | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bulltick Capital Markets Holdings, Llc | Member | May 2009 | A | 75% or more |
| Nblp Lp | Member | Jul 2021 | B | ≈ 18.75% – 50% via Bulltick Capital Markets Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Del Cueto Aramburu, Adolfo: 75% – 100% of Nblp Lp × 25% – 50% of Bulltick Capital Markets Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Nblp Lp: 25% – 50% of Bulltick Capital Markets Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $35.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Domum Real Estate Fund Lp | Real Estate Fund | $35.6M | $100K | 44 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ON 09/17/24, THE SEC INSTITUTED SETTLED ADMINISTRATIVE PROCEEDINGS AGAINST THE FIRM IN CONNECTION WITH ITS FAILURE TO FILE FORM 13F FILINGS FROM THE QUARTER ENDING 12/31/2020 TO 9/30/23. THE FIRM AGREED TO CEASE AND DESIST FROM COMMITTING OR CAUSING ANY VIOLATIONS OF SECTION 13(F)(1) UNDER THE SECURITIES EXCHANGE ACT OF 1934 AND TO PAY A FINE OF $175,000. IN APRIL 2024, THE FIRM IMMEDIATELY CORRECTED ITS FILINGS POLICIES, BECAME CURRENT WITH ALL 13F FILINGS, ALL PRIOR TO THE FINAL DATE OF SETTLEMENT Status: Final Sanction Detail: THE FIRM SHALL PAY A CIVIL PENALTY OF $175,000, $50,000 PAID WITHIN 30 DAYS OF ENTRY OF ORDER AND THE REMAINING PAYMENT MUST BE MADE WITHIN 12 MONTHS OF ENTRY OF ORDER. Summary: ON 09/17/24, THE SEC INSTITUTED SETTLED ADMINISTRATIVE PROCEEDINGS AGAINST THE FIRM IN CONNECTION WITH ITS FAILURE TO FILE FORM 13F FILINGS FROM THE QUARTER ENDING 12/31/2020 TO 9/30/23. THE FIRM AGREED TO CEASE AND DESIST FROM COMMITTING OR CAUSING ANY VIOLATIONS OF SECTION 13(F)(1) UNDER THE SECURITIES EXCHANGE ACT OF 1934 AND TO PAY A FINE OF $175,000. IN APRIL 2024, THE FIRM IMMEDIATELY CORRECTED ITS FILINGS POLICIES, BECAME CURRENT WITH ALL 13F FILINGS, ALL PRIOR TO THE FINAL DATE OF SETTLEMENT
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $1.4B (70% of AUM) Mar 2026
- Santander Securities Llc $486M (30% of AUM) Oct 2024
- J.P. Morgan $385M (20% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗