Ritholtz Wealth Management is an investment advisor in New York with $2.94 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Comprehensive Portfolio Management, LLC
SEC CIK
IRS number
463303127
SEC advisor number
801-78479
FINRA CRD number
168652
AUM ?
$4.27 bn
(as of 7 Mar 24)
Accounts
10,122
(as of 7 Mar 24)
Employees
60
(38 investment advisory or research)
Address
Ritholtz Wealth Management
24 WEST 40TH STREET
15TH FLOOR
NEW YORK
NY 10018
24 WEST 40TH STREET
15TH FLOOR
NEW YORK
NY 10018
Phone
(212) 455-9122
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22