Advisor at Bulltick Wealth Management, LLC
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Firm
Bulltick Wealth Management, LLC
Location
Miami, FL 33131
Credentials
Series 66
Industry experience
9 years
Miguel Olavarri Hervella is a financial advisor at Bulltick Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Bulltick since 2018, with prior roles at Investment Placement Group and Crosswell Advisors. Outside of his advisory work, he is a life insurance agent with Bulltick Insurance Agency LLC. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with bottom-up security analysis and offers proprietary model portfolios, serving both domestic and international clients.
Based on Bulltick Wealth Management, LLC
Based on Bulltick Wealth Management, LLC
Based on Bulltick Wealth Management, LLC
$2,500 to $10,000 for financial planning services (negotiable, varies by complexity)
0.50% to 1.75% annually (negotiable, varies by account size and service complexity)
15% performance fee on excess total return for Tactical Opportunities Strategy; carried interest on certain Funds (General Partner receives 20% to 30% of profits above preferred return)
Account minimum: $500,000
333 Se 2 Nd Ave, Suite 3950
Miami, FL 33131
Florida · Texas
Bulltick, LLC.
2018 - Present (8 years)
Investment Placement Group
2017 - 2018 (1 year)
Crosswell Advisors, Llc
2017 - 2018 (1 year)
Crosswell Advisors, Llc
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, RICP®
The Woodlands, TX
Tiverton Wealth
Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.
Series 63, Series 65
The Woodlands, TX
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