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Ritholtz Wealth Management
Ritholtz Wealth Management began operations in 2013. The firm supplies financial planning, tax and estate planning, and investment management to individuals,...
Overview
Ritholtz Wealth Management began operations in 2013. The firm supplies financial planning, tax and estate planning, and investment management to individuals, high-net-worth individuals, and corporations. No public details exist on asset-class allocations, named portfolio holdings, co-investors, or geographic deployment beyond the United States headquarters. The firm does not publish fund vehicles, direct-deal programs, or commitments to external managers. Employee count, additional offices, and adjacent philanthropic or operating entities remain undisclosed. No operational events from the last 24 months appear in available records. The firm operates as a conventional registered investment advisor with no documented succession plan, hybrid structure, or proprietary sourcing network beyond standard client-service offerings.
General information
Firm type
Wealth Manager
Year founded
2013
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, United States
Frequently asked questions
Who runs investment decisions at Ritholtz Wealth Management?
No named principals or CIO appear in public records.
Does Ritholtz Wealth Management participate in fund commitments or only direct deals?
No information on fund commitments or direct deals is available.
What investment stages does Ritholtz Wealth Management typically target?
No stage preferences are disclosed in available sources.
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