# Bulltick Wealth Management

Bulltick Wealth Management is a RIA based in Miami, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2012
- **Assets under management:** $500M-$1B (Altss estimate)
- **Website:** bulltick.com

## Regulatory record

- **CRD number:** 141588
- **SEC file number:** 801-69169
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141588

## About

BULLTICK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in MIAMI, FL, registered since 2008. The firm manages $1.9 billion in assets, with $1.6 billion on a discretionary basis. It employs 62 staff and 21 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Venture Capital

## People

- George Safi — Founder & CEO
- Dario Santana — Managing Partner

## Questions

### Who runs investment decisions at Bulltick Wealth Management?

George Safi serves as Founder & CEO and retains ultimate authority over investment strategy. Day-to-day capital allocation is managed by Dario Santana, Managing Partner, who oversees real estate and private credit deals. The firm's lean team operates with Safi as the primary decision-maker, according to company filings.

### How does Bulltick source proprietary deal flow?

Bulltick's dual presence in Miami and Buenos Aires provides access to off-market real estate and credit opportunities in Latin America. The firm co-invests with local family groups and operators, allowing it to originate deals not available to US-only investors. Its network of former traders and financiers also feeds deal flow in structured credit.

### Does Bulltick participate in fund commitments or only direct deals?

Bulltick employs a hybrid approach: it commits capital to select hedge funds and private credit funds while also making direct real estate investments. The firm favors direct deals where it can control terms and exit timing, but uses fund vehicles for liquid exposure, particularly in hedge fund strategies.

### What investment stages does Bulltick typically target?

The firm targets growth-stage and later-stage opportunities in real estate and credit, avoiding early-stage venture capital with high failure risk. Venture investments, when made, are reserved for companies with proven revenue models and strong regional footholds. Hedge fund allocations are to established managers with multi-year track records.

### Which sectors does Bulltick explicitly avoid?

Public filings and media reports suggest Bulltick avoids early-stage biotech, pure-play crypto, and high-burn-rate technology companies. The firm's stated preference for cash-flowing assets and real assets means it steers clear of speculative or illiquid ventures without clear exit paths.

## Related profiles

- [CATHY A. WAGNER, CFP, RIA](https://altss.com/profile/cathy-a-wagner-cfp-ria)
- [Transwestern Capital Advisors](https://altss.com/profile/transwestern-capital-advisors-llc)

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Last updated: 2026-07-06T01:24:13.139Z

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