# RITHOLTZ WEALTH MANAGEMENT

RITHOLTZ WEALTH MANAGEMENT of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 168652
- Type: SEC-registered investment adviser
- SEC file number: 801-78479
- Location: 24 WEST 40TH STREET, NEW YORK, NY, 10018
- Phone: (212) 625-1200
- Latest filing: 2026-08-06
- Regulatory AUM: $9.4B
- Discretionary AUM: $8.5B
- Non-discretionary AUM: $911.3M
- Clients: 83
- Accounts: 13,828

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (61)

_Showing 25 of 61 people._

| Name | Role | Location |
| --- | --- | --- |
| Barry Lawrence Ritholtz | MANAGING MEMBER | — |
| Joshua Morgan Brown | MANAGING MEMBER | — |
| Kristopher Pierre Venne | MANAGING MEMBER | — |
| Michael Henry Batnick | MANAGING MEMBER | — |
| Benjamin Patrick Carlson | MANAGING MEMBER | — |
| William Alan Sweet | MANAGING MEMBER | — |
| Joel Craig Fishman | MANAGING MEMBER | — |
| Dinamarie Rose Isola | MANAGING MEMBER | — |
| Erika Christine Mauro | MANAGING MEMBER | — |
| Alexander James Palumbo | MANAGING MEMBER | — |
| Patricia Marie Ferraro | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | — |
| Jonathan Singer Novy | MANAGING MEMBER | — |
| Brian Adam Rosen | MANAGING MEMBER | — |
| Margaret Blair Duquesnay | MANAGING MEMBER | — |
| Gary Alan Pulford | MANAGING MEMBER | — |
| Nicholas Ray Maggiulli | MANAGING MEMBER | — |
| Jay Drennan Tini | MANAGING MEMBER | — |
| Paul Steven Zodtner | MANAGING MEMBER | — |
| Daniel Robert Larosa | MANAGING MEMBER | — |
| Anna G Chaiken | MANAGING MEMBER | — |
| Michelle Nicole Katzen | MANAGING MEMBER | — |
| Dylan Kluender | MANAGING MEMBER | — |
| Matthew James Lohrius | MANAGING MEMBER | — |
| Nicholas Charles Sapienza | MANAGING MEMBER | — |
| Kevin Michael Young | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168652/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168652/similar
- Related entities: https://search.stillhousedata.com/firm/168652/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168652

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.