Rita Maria Herrera De Von Der Goltz

Bulltick Wealth Management, LLC

3 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh 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

Location

333 SE 2nd Ave, Suite 3950, Miami, FL, 33131

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Rita serves as a Board of Director for TPGI and Applied Resources, dedicating minimal time to each. Rita is also an insurance agent/producer for Bulltick Insurance Agency, LLC, focusing on life insurance, and spends a few hours per week on this activity.