Santander Securities Llc
$489M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$206M
$486M
2021
2023
Same-firm comparison: 1 firms that reported Santander Securities Llc in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Bulltick Wealth Management, Llc | $486M | $2.6B | 18.8% | 03/29/2024 |
| Aqua Advisors Llc | $2.8M | $148M | 1.9% | 03/28/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.