# Ritholtz Wealth Management

Ritholtz Wealth Management is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** ritholtzwealth.com
- **LinkedIn:** https://www.linkedin.com/company/ritholtz-wealth-management

## Regulatory record

- **CRD number:** 168652
- **SEC file number:** 801-78479
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-14T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168652

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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