Adrian Ojeda is a registered investment advisor at Bulltick Wealth Management, LLC, based in Shenendoah, TX, with 1 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 315 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiated on an individual client basis and typically range between 0.50% and 1.75% of assets under management annually depending on account size and service complexity.
Fee Estimator
Location
150 Pine Forest Drive, Suite 401, Shenendoah, TX, 77384
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Adrian is a 51% stakeholder in Huntsridge LLC, a real estate company with rental properties, since 2021. He spends minimal time on business maintenance and contract renewal, with his wife handling the primary duties.
Employment History
Current Registrations
Bulltick Wealth Management, LLC
State Registrations2 states
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