Jaime Del Valle Castillo

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2023 → Present
  Bulltick. Llc
  Miami, FL
• 01/2020 → 08/2023
  Wlt Partners
  Ciudad De Mexico
• 06/2017 → 12/2021
  Instituto Tecnológico Autónomo De México
  Ciudad De Mexico
• 08/2014 → 05/2017
  Instituto Asuncion De Mexico
  Ciudad De Mexico
• 10/2024 → Present
  Bulltick Wealth Management Llc
  Miami, FL

Other Businesses

OBA Name: Jadrija Investments LLC Investment Related: Yes Address: 4900 Woodway Drive, Suite 1200, Houston, TX 77056, USA Nature of OBA: Investment Holding Company Position: Manager Start Date: 11/20/2025 Hours Per Month: 5 Hours per Month during trading hours: 0 Duties: Helping my father, who is the UBO of this entity to follow up and oversee holding company

Exams

• S66 Uniform Combined State Law Examination
  2025-02-27

Other Names

• Jaime Delvallecastillo