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RITHOLTZ WEALTH MANAGEMENT
NEW YORK, NY
(212) 625-1200
SEC #801-78479Total AUM
$7.7B
Employees
83Clients
4,078Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
24 WEST 40TH STREET
15TH FLOOR
NEW YORK
NY 10018
United States
15TH FLOOR
NEW YORK
NY 10018
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(212) 625-1200
Other Offices
14
Financials
Total AUM
$7.7B
Accounts
12,587Discretionary
$7B
Accounts
11,992Non-Discretionary
$733.6M
Accounts
595
Clients
Individual Clients
2,752AUM
$725.2M
HNW Individual Clients
1,247AUM
$6.5B
Pension/Profit Sharing Plan Clients
77AUM
$355.9M
Charitable Organization Clients
1AUM
$75.7M
Corporation or Business Clients
1AUM
$27.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
GOOD ADVICE; LIFTOFF - AUTOMATED ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.