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Enrique Vila

Bulltick Wealth Management, LLC

Miami, FL

CRD 3113492

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Employer firm

Bulltick Wealth Management, LLC CRD 141588

$1.95B regulatory AUM 46 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES & REAL ESTATE ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Bulltick Wealth Management, Llc

333 Se 2Nd Ave Suite 3950, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-05
TX RA APPROVED_RES 2025-06-14
  • FL RA
    APPROVED
    Since 2025-08-05
  • TX RA
    APPROVED_RES
    Since 2025-06-14

Branch Locations

333 Se 2Nd Ave Suite 3950, Miami, FL 33131 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Miami FL 03/2012 04/2025
Morgan Stanley Private Bank, National Association New York NY 01/2015 04/2025
Bulltick, Llc Miami FL 05/2025 Present
Bulltick Wealth Management Llc Miami FL 05/2025 Present
  • 03/2012 → 04/2025
    Morgan Stanley Smith Barney
    Miami, FL
  • 01/2015 → 04/2025
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 05/2025 → Present
    Bulltick, Llc
    Miami, FL
  • 05/2025 → Present
    Miami, FL
Previous Registrations
Other Businesses

Name: EKV Corporation Address: 2655 LeJeune Road Suite 815, Coral Gables, FL 33134 Investment Related: Yes Nature of Business: Real Estate Holding Company Title/Position: President Duties: Holding Company Start Date: March 2023 Approximate Hours/Month; 0 Hours during trading hours: 0 Name: Bulltick Insurance Agency Address: 333 SE 2nd Avenue, Suite 3950, Miami, FL 33131 Investment Related: Yes Nature of Business: Life Insurance Title/Position: Life Insurance Agent Duties: Insurance Sales Start Date: May 2025 (Licensed since 2007) Approximate Hours/Month: 0 Hours during trading hours: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-10-21
  • S66 Uniform Combined State Law Examination
    1998-10-21

View on SEC IAPD

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