Ritholtz Wealth Management

Ritholtz Wealth Management

Financial Services New York, United States 71 employees
Employees
71
Contacts
3
Emails
3
Phones
1

Ritholtz Wealth Management Overview

Headquarters
New York, United States
Industry
Financial Services
Employees
71
Founded
2013
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Ritholtz Wealth Management

Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm. We work for – and are solely compensated by – our clients; those are the only interests we serve. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, our advisors, or our services. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. See disclosures here: https://ritholtzwealth.com/social-media-disclosures/

Ritholtz Wealth Management Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
1
33.3% coverage

Ritholtz Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Dina Isola Advisor Specializing in 403b Plans
Email Phone
Joey Fishman Investment Advisor Representative
Email
Kristopher Venne, Cfp® Managing Partner at Ritholtz Wealth
Email

Employees by Management Level

Individual contributor 14 profiles
Director 3 profiles
Associate / junior 3 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 7 7 0
Executive 3 3 1
Sales 3 3 0
Legal 1 1 1
Finance 1 1 0

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