LP Profile

Ritholtz Wealth Management

Also known as ritholtz wealth

Wealth ManagerNew York, United StatesFounded 2013
$2.7B
Assets Under Management
New York
Headquarters
Investment Focus

About Ritholtz Wealth Management

Ritholtz Wealth Management is a wealth manager based in New York, US. Founded in 2013. Reported AUM: 2707 USD millions.

Preferred Investment Types

Venture (General)

Preferred Sectors & Themes

Software

Preferred Geographies

North AmericaOECD
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Ritholtz Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$7.7B
Total Clients
12,587
Filing Date
May 14, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Ritholtz Wealth Management?

Ritholtz Wealth Management is a wealth manager based in New York, United States, managing approximately $2.7B in assets.

Where is Ritholtz Wealth Management headquartered?

Ritholtz Wealth Management is headquartered in New York, United States.

How much does Ritholtz Wealth Management manage?

Ritholtz Wealth Management manages approximately $2.7B in assets under management.

When was Ritholtz Wealth Management founded?

Ritholtz Wealth Management was founded in 2013.

What does Ritholtz Wealth Management invest in?

Ritholtz Wealth Management focuses on Venture (General), Software.

How can I contact Ritholtz Wealth Management?

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