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RITHOLTZ WEALTH MANAGEMENT
CRD 168652 · SEC 801-78479
24 WEST 40TH STREET, 15TH FLOOR, NEW YORK, NY, 10018, United States
Phone
(212) 625-1200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.70B
Discretionary AUM
$6.96B
Team
83 total employees; 48 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersGOOD ADVICE; LIFTOFF - AUTOMATED ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2752 | $725.2M |
| High net worth individuals | 1247 | $6.51B |
| Pension/profit sharing plans | 77 | $355.9M |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://x.com/TheCompoundNews
- https://www.tiktok.com/@thecompoundnews
- http://www.linkedin.com/company/ritholtz-wealth-management/
- https://www.instagram.com/thecompoundnews/
- HTTPS://TWITTER.COM/RITHOLTZWEALTH
- https://www.youtube.com/channel/UCJ5REtt0UQpkD3yL5L1sMiQ
- https://www.youtube.com/@talkingwealthpod
- https://www.facebook.com/teachablemomenttony/
- https://www.youtube.com/@TheCompoundNews
- https://blairbellecurve.com/
- https://ofdollarsanddata.com/
- https://abnormalreturns.com/
- https://www.thecompoundnews.com/
- http://www.ritholtz.com/
- https://www.instagram.com/ritholtzwealth/?hl=en
- https://thereformedbroker.com/
- https://www.facebook.com/animalspiritspodcast
- https://www.facebook.com/people/Realmartica-Inc/100054373622671
- https://www.optimisticallie.com/
- HTTP://LIFTOFFINVEST.COM
- HTTP://WWW.RITHOLTZWEALTH.COM
- https://wealthfoundme.com/
- https://www.facebook.com/groups/255116069123132
- https://stocktwits.com/abnormalreturns
- https://www.linkedin.com/company/the-compound-media/
- https://cms.megaphone.fm/channel/askthecompound
- https://cms.megaphone.fm/channel/TCP4771071679
- https://cms.megaphone.fm/channel/TCP6464651487
- https://www.instagram.com/animalspiritspod/
- https://www.instagram.com/teachermoneymatters/
- https://www.downtownjoshbrown.com
- http://www.realsmartica.com/
- http://awealthofcommonsense.com/
- http://tonyisola.com/
- http://thecertifiableplanner.com/
- http://theirrelevantinvestor.com/
- http://krisvenne.tumblr.com/
Official SEC filing: View on IAPD