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| Happy Holidays!! thanks for using AUM13F!! |
| Ritholtz Wealth Management
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| CRD # | 168652 |
| SEC # | 801-78479 |
| CIK # | 0001698218 |
| AUM | $6.5 B (2025-07-02) |
| Employees | 71 (63% Investors, 0% Brokers) |
| Phone | 212-625-1200 |
| Address | 24 West 40th Street New York, NY 10018 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001698218 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Old Republic International Corp | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,916 | 0.9 |
| (b) Individuals (high net worth individuals) | 980 | 5.2 |
| (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 | 0.3 |
| (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 | 11,801 | 6.5 |
| By Discretionary | ||
| Discretionary | 11,243 | 6.1 |
| Non-Discretionary | 558 | 0.4 |
| Total | 11,801 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 11,801 | 6.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001698218] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First National Advisers LLC
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|
NE | 6.6 |
|
Gradient Investments LLC
✚
|
MN | 6.6 |
|
Carnegie Capital Asset Management LLC
✚
|
OH | 6.5 |
|
Sagespring Wealth Partners
✚
|
TN | 6.5 |
|
Aldrich Wealth Limited Partnership
✚
|
OR | 6.5 |
|
IHT Wealth Management LLC
✚
|
IL | 6.4 |
|
JMG Financial Group Ltd
✚
|
IL | 6.4 |
|
The Huntington Investment Company
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|
OH | 6.3 |
|
Nicholas Co Inc
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|
WI | 6.3 |
|
Cannell & Spears LLC
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|
NY | 6.3 |