| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander James Palumbo | Managing Member | Under 5% | 2020 |
| Anna G. Chaiken | Managing Member | Under 5% | 2023 |
| Barry Lawrence Ritholtz Control | Managing Member | 25-50% | 2013 |
Ritholtz Wealth Management reports $6.5 billion in regulatory assets under management on its Form ADV.
Ritholtz Wealth Management reports 71 employees.
Ritholtz Wealth Management is based in New York, NY and has been SEC-registered since 2013.
Ritholtz Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 24 West 40th Street, 15th Floor, New York, NY 10018 |
| Phone | (212) 625-1200 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1698218 |
| Discloses disciplinary history | No |
| Discretionary | $6.06B |
| Non-discretionary | $403.5M |
| Total (RAUM) | $6.46B |