RITHOLTZ WEALTH MANAGEMENT

NEW YORK, New York·22 registered advisors·CRD# 168652
SEC# 801-7847913(212) 625-1200
01

Firm Overview

AUM
$5.0B
Regulatory assets under management
Employees
60
Total firm employees
Advisors
22
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at RITHOLTZ WEALTH MANAGEMENT

22 registered advisors
Alexander James Palumbo
NEW YORK, New York
Barry Lawrence Ritholtz
NEW YORK, New York
Benjamin Everitt Coulthard
NEW YORK, New York
Benjamin Patrick Carlson
NEW YORK, New York
Brian Adam Rosen
NEW YORK, New York
Daniel Robert Larosa
NEW YORK, New York
Dinamarie Rose Isola
NEW YORK, New York
Dylan Kluender
NEW YORK, New York
Gary Alan Pulford
NEW YORK, New York
Jay Drennan Tini
NEW YORK, New York
Joel Craig Fishman
NEW YORK, New York
Jonathan Singer Novy
NEW YORK, New York
Joshua Morgan Brown
NEW YORK, New York
Kevin Michael Young
NEW YORK, New York
CFP
Kristopher Pierre Venne
NEW YORK, New York
CFP
Margaret Blair Duquesnay
NEW YORK, New York
Matthew James Lohrius
NEW YORK, New York
CFP
Michael Henry Batnick
NEW YORK, New York
Michelle Nicole Katzen
NEW YORK, New York
Nicholas Charles Sapienza
NEW YORK, New York
Paul Steven Zodtner
NEW YORK, New York
William Alan Sweet
NEW YORK, New York
CFP
05

Office Locations

NEW YORK, New York
22 advisors

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Data sourced from SEC Form ADV filings. RITHOLTZ WEALTH MANAGEMENT (CRD# 168652) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.