This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-16-2013
- Office Locations
- 32
Office Locations
About Ritholtz Wealth Management
Ritholtz Wealth Management is a New York–based RIA offering goal-based financial planning and investment management, with tiered service from advisor team support to multi-family office (tax, estate, insurance and bill pay coordination). Portfolios emphasize low-cost, diversified solutions including ETFs and public funds. Built-in media reach via “The Compound” market commentary supports client education. Custody includes Schwab and Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSHUA MORGAN BROWN
Advisor, Managing Member
- CRD
- #2781372
- Ownership
- 25% but less than 50%
MICHAEL HENRY BATNICK
Advisor, Managing Member
- CRD
- #5753350
- Ownership
- 10% but less than 25%
Showing 2 of 29 owners & executives
Unlock allContacts
Angelica Marie Andrews
Advisor
- CRD
- #7285198
Stephanie Zodtner Baszner
Financial Advisor, General Partner
- CRD
- #6653823
Showing 2 of 59 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,964,700,572 | $580,779 |
| Non-Discretionary | $733,564,069 | $1,232,881 |
| Total | $7,698,264,641 | $611,604 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing