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Updated May 30, 2024

Ritholtz Wealth Management

Investment Advisor Firm

Total assets under management$2.7B

Years in business11+

Total assets under management$2.7B

Years in business11+

About Ritholtz Wealth Management

Ritholtz Wealth Management LLC is a distinguished and forward-thinking registered investment adviser committed to simplifying the complexities of wealth management. With a core belief that simplicity trumps complexity, Ritholtz Wealth Management offers a streamlined, operationally efficient investment approach. Their expertise lies in developing globally diversified, low-cost portfolios, strategic risk management, and guiding clients towards rational investment decisions, bridging the gap between emotions and financial strategies. Emphasizing the importance of investing in markets as they are, Ritholtz Wealth Management helps clients gain exposure to areas offering risk-adjusted returns. With a focus on education and a commitment to delivering sound financial advice, they empower clients to make informed decisions that shape their financial futures.

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Areas of specialty

Wealth Management

Behavioral Investment Counseling

Holistic Financial Planning

Portfolio Construction

Risk Management

Market-Driven Investment

Client Education

More about Ritholtz Wealth Management

Designations	Minimum asset threshold	Firm CRD Number	Number of advisors
Registered Investment Advisor	$1M - $2M	168652	N/A

Designations	Minimum asset threshold
Registered Investment Advisor	$1M - $2M

Firm CRD Number	Number of advisors
168652	N/A

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Advisors at Ritholtz Wealth Management

Kristopher Venne

Certified Financial Advisor

Focus areasTax Planning, Retirement Planning, Estate Planning, Investment Management, Risk/Insurance

New York, NY

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