Diego De La Serna Valencia

Bulltick Wealth Management, LLC

3 Years of Experience

Broker

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

Hermonsillo

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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.

Employment History

Current Registrations

Bulltick Wealth Management, LLC

December 2022 - Present · 3 yrs 2 mos

Bulltick, LLCBroker

January 2022 - Present · 4 yrs 1 mo

Bulltick, LLC

January 2022 - Present · 4 yrs 1 mo

State Registrations3 states

AZFLSD

AdvisorBroker

Exams

No exam information available for this advisor.