Ritholtz Wealth Management
● SEC registered since 2013CRD 168652SEC# 801-78479New York, NY
Reg. AUM
$9.42B
Employees
83
Accounts
13,828
Location
New York, NY
Ritholtz Wealth Management assets under management
Ritholtz Wealth Management is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2013. It reports $9.4 billion in regulatory assets under management and employs 83 people.
Ritholtz Wealth Management owners & executives
29 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander James Palumbo | Managing Member | Under 5% | 2020 |
| Anna G. Chaiken | Managing Member | Under 5% | 2023 |
| Barry Lawrence Ritholtz Control | Managing Member | 5-10% | 2013 |
| Benjamin Everitt Coulthard | Managing Member | Under 5% | 2024 |
| Benjamin Patrick Carlson | Managing Member | Under 5% | 2019 |
| Brian Adam Rosen | Managing Member | Under 5% | 2021 |
| Daniel Robert Larosa | Managing Member | Under 5% | 2023 |
| Dinamarie Rose Isola | Managing Member | Under 5% | 2019 |
| Dylan Kluender | Managing Member | Under 5% | 2024 |
| Erika Christine Mauro | Managing Member | Under 5% | 2019 |
See all 29 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ritholtz Wealth Management manage?
Ritholtz Wealth Management reports $9.4 billion in regulatory assets under management on its Form ADV.
How many employees does Ritholtz Wealth Management have?
Ritholtz Wealth Management reports 83 employees.
Where is Ritholtz Wealth Management located?
Ritholtz Wealth Management is based in New York, NY and has been SEC-registered since 2013.
Does Ritholtz Wealth Management disclose fund performance?
Ritholtz Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24 West 40th Street, 15th Floor, New York, NY 10018 |
| Phone | (212) 625-1200 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1698218 |
| Discloses disciplinary history | No |
Regulatory AUM
$9.42B▲ 87%
Jan '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,340 advisers
EmployeesTop 8%
More than 92% of 16,820 advisers
Assets under management
$9.42Bregulatory AUM
Discretionary $8.51BNon-discretionary $911.3M