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| Keyboard |
| Ritholtz Wealth Management
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|---|---|
| CRD # | 168652 |
| SEC # | 801-78479 |
| CIK # | 0001698218 |
| AUM | 7,698.3 M (2026-05-14) |
| Employees | 83 (58% Investors, 0% Brokers) |
| Phone | 212-625-1200 |
| Address | 24 West 40th Street New York, NY 10018 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Apple Inc | 0.2 | |
| Nvidia Corp | 0.1 | |
| Microsoft Corp | 0.1 | |
| Amazon Com Inc | 0.1 | |
| Alphabet Inc | 0.0 | |
| Alphabet Inc | 0.0 | |
| Broadcom Inc | 0.0 | |
| Wal Mart Stores Inc | 0.0 | |
| J P Morgan Chase & Co | 0.0 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,752 | 0.7 |
| (b) Individuals (high net worth individuals) | 1,247 | 6.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 77 | 0.4 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,587 | 7.7 |
| By Discretionary | ||
| Discretionary | 11,992 | 7.0 |
| Non-Discretionary | 595 | 0.7 |
| Total | 12,587 | 7.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.7 | |
| Total | 12,587 | 7.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001698218] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 0065256368 |
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|---|---|---|
|
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|
7,887.6 M | |
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|
Wedge Capital Management LLP
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|
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|
McMorgan & Company LLC
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|
Avantax Planning Partners Inc
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|
IA | 7,569.4 M |
|
DSM Capital Partners LLC
✚
|
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|
Carnegie Capital Asset Management LLC
✚
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OH | 7,513.2 M |