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JM
JM
Javier Martin-Riva
Bulltick Wealth Management, LLC
7 Years of Experience
2 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
High Net Worth
Bulltick Wealth Management, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
253 clients
Average Client Portfolio
$6.6M average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:
$500K
Investment Management
Planning
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Location
333 SE 2nd Ave, Suite 3950, Miami, FL, 33131
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
March 2025
Pending
Financial
February 2018
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Bulltick Wealth Management, LLC
May 2019 - Present · 6 yrs 9 mos
Bulltick, LLC
Broker
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Oppenheimer & CO. INC.
February 2017 - November 2017 · 9 mos
Oppenheimer & CO. INC.
Broker
December 2016 - November 2017 · 11 mos
State Registrations
1 state
FL
Advisor
Exams
No exam information available for this advisor.
Javier Martin-riva - Financial Advisor | TrueAdvisor