Rita
Herrera De Von Der Goltz
Bulltick Wealth Management, LLC
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About this Advisor
Rita Herrera De Von Der Goltz is a financial advisor who works out of Miami, Florida, with 1 year of industry experience. Herrera De Von Der Goltz currently works for Bulltick Wealth Management, LLC. Their career trajectory has included roles at Bulltick Financial Services, LLC and Homemaking. Herrera De Von Der Goltz has a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Florida. Bulltick Wealth Management, LLC is a firm based out of Miami, FL. The company has a total of 42 people on staff. It manages $2 billion in assets between its 342 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 342 client accounts, 65% belong to high-net-worth individuals who have more than $1 million in assets. The firm provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees charged by financial advisors typically vary depending on which service is provided. However, fees billed by Bulltick Wealth Management, LLC most likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bulltick Wealth Management, LLC Brokerage Details
$1,658,843,016
42
342
$4,850,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Rita Herrera De Von Der Goltz Work History
Rita has been registered as a financial advisor for 1 years.*
Bulltick Financial Services, LLC
Homemaking
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rita Herrera De Von Der Goltz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bulltick Wealth Management, LLC
Miami, FL
Hermonsillo,
Cdmx,
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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