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
- Website
- ritholtzwealth.com
- Industry
- Financial Services
- Employees
- 71
- Founded
- 2013
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Dina Isola | Advisor Specializing in 403b Plans | Stony Brook, New York, United States |
Email
Phone
|
| Joey Fishman | Investment Advisor Representative | Bend, Oregon, United States |
Email
|
| Kristopher Venne, Cfp® | Managing Partner at Ritholtz Wealth | New York, United States |
Email
|
Employees by Management Level
Individual contributor
14 profiles
Director
3 profiles
Associate / junior
3 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | 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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