JM
JM

Javier Martin-Riva

7 Years of Experience
2 DisclosuresBroker

Javier Martin-Riva is a registered investment advisor at Bulltick Wealth Management, LLC, based in Miami, FL, with 7 years of industry experience. Javier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 253 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
253 clients
Average Client Portfolio
$6.6M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$500K

BWM's fees for managed accounts are negotiated and typically range from 0.50% to 1.75% of the value of your portfolio annually, depending on the size of the account and the complexity of the service. Fees are charged monthly or quarterly. BWM may negotiate lower fees. External managers charge their own fees, which are not included in BWM's fees.

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Location

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

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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
Employment History
Current Registrations
Bulltick Wealth Management, LLC
May 2019 - Present · 6 yrs 11 mos
Bulltick, LLCBroker
March 2019 - Present · 7 yrs 1 mo
Previous Registrations
Oppenheimer & CO. INC.
February 2017 - November 2017 · 9 mos
Oppenheimer & CO. INC.Broker
December 2016 - November 2017 · 11 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Javier Martin-Riva - Financial Advisor | TrueAdvisor