RITHOLTZ WEALTH MANAGEMENT
CRD #168652 SEC #801-78479 NEW YORK, NY (212) 625-1200
SEC Registered Private Funds
Total AUM
$6.5B
Discretionary
$6.1B
Employees
71
Clients
0
Accounts
11,801
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $6.5B | $6.1B | $403.5M | 71 | 0 |
| Mar 2025 | $5.7B | $5.3B | $366.5M | 71 | 0 |
| Jan 2025 | $5B | $4.6B | $403M | 60 | 0 |
| Aug 2024 | $5B | $4.6B | $403M | 60 | 0 |
| Mar 2024 | $4.3B | $4B | $307.3M | 60 | 0 |
| Jan 2024 | $4B | $3.7B | $275.1M | 47 | 0 |
| Sep 2023 | $4B | $3.7B | $275.1M | 47 | 0 |
| Sep 2023 | $4B | $3.7B | $275.1M | 47 | 0 |
| Sep 2023 | $4B | $3.7B | $275.1M | 47 | 0 |
| May 2023 | $2.9B | $2.6B | $376.3M | 47 | 0 |
| Apr 2023 | $2.9B | $2.6B | $376.3M | 47 | 0 |
| Mar 2023 | $2.9B | $2.6B | $376.3M | 47 | 0 |
| Jul 2022 | $2.7B | $2.4B | $336.2M | 47 | 0 |
| May 2022 | $2.7B | $2.4B | $336.2M | 47 | 0 |
| Mar 2022 | $2.7B | $2.4B | $336.2M | 47 | 0 |
| Dec 2021 | $1.8B | $1.6B | $197.6M | 33 | 0 |
| Sep 2021 | $1.8B | $1.6B | $197.6M | 33 | 0 |
| Aug 2021 | $1.8B | $1.6B | $197.6M | 33 | 0 |
| Jun 2021 | $1.8B | $1.6B | $197.6M | 33 | 0 |
| Apr 2021 | $1.8B | $1.6B | $197.6M | 33 | 0 |
| Mar 2021 | $1.8B | $1.6B | $197.6M | 33 | 0 |
| Mar 2021 | $1.8B | $1.6B | $197.6M | 33 | 0 |
| Mar 2021 | $1.8B | $1.6B | $197.6M | 33 | 0 |
| Aug 2020 | $1.3B | $1.1B | $173.9M | 30 | 0 |
| Jun 2020 | $1.3B | $1.1B | $173.9M | 30 | 0 |
| Jun 2020 | $1.3B | $1.1B | $173.9M | 30 | 0 |
| May 2020 | $1.3B | $1.1B | $173.9M | 30 | 0 |
| May 2020 | $1.3B | $1.1B | $173.9M | 30 | 0 |
| Mar 2020 | $1.3B | $1.1B | $173.9M | 30 | 0 |
| Mar 2020 | $1.3B | $1.1B | $173.9M | 30 | 0 |
| May 2019 | $1B | $983.7M | $20.2M | 24 | 0 |
| Mar 2019 | $1B | $983.7M | $20.2M | 24 | 0 |
| Mar 2019 | $840.7M | $840.7M | $0 | 24 | 0 |
| Nov 2018 | $708.2M | $708.2M | $0 | 19 | 0 |
| Oct 2018 | $708.2M | $708.2M | $0 | 19 | 0 |
| Apr 2018 | $708.2M | $708.2M | $0 | 19 | 0 |
| Mar 2018 | $708.2M | $708.2M | $0 | 19 | 0 |
| Feb 2018 | $708.2M | $708.2M | $0 | 19 | 0 |
| Feb 2018 | $708.2M | $708.2M | $0 | 19 | 0 |
| Dec 2017 | $553.8M | $553.8M | $0 | 14 | 0 |
| Nov 2017 | $553.8M | $553.8M | $0 | 14 | 0 |
| Sep 2017 | $505.6M | $505.6M | $0 | 14 | 423 |
| Sep 2017 | $505.6M | $505.6M | $0 | 14 | 423 |
| May 2017 | $505.6M | $505.6M | $0 | 14 | 423 |
| May 2017 | $505.6M | $505.6M | $0 | 14 | 423 |
| Apr 2017 | $440M | $440M | $0 | 14 | 423 |
| Jan 2017 | $440M | $440M | $0 | 14 | 423 |
| Aug 2016 | $411.4M | $411.4M | $0 | 11 | 320 |
| Aug 2016 | $320M | $303M | $17M | 11 | 320 |
| May 2016 | $320M | $303M | $17M | 11 | 320 |
| Apr 2016 | $320M | $303M | $17M | 11 | 320 |
| Feb 2016 | $227.3M | $227.3M | $0 | 11 | 320 |
| Nov 2015 | $175M | $175M | $0 | 7 | 149 |
| Sep 2015 | $175M | $175M | $0 | 7 | 149 |
| Jul 2015 | $160M | $160M | $0 | 7 | 149 |
| Feb 2015 | $160M | $160M | $0 | 7 | 149 |
| Nov 2014 | $150M | $150M | $0 | 6 | 150 |
| Oct 2014 | $150M | $150M | $0 | 6 | 150 |
| Apr 2014 | $150M | $150M | $0 | 6 | 150 |
| Mar 2014 | $135.9M | $135.9M | $0 | 6 | 150 |
| Jan 2014 | $135.9M | $135.9M | $0 | 6 | 150 |
| Jan 2014 | $135.9M | $135.9M | $0 | 6 | 150 |
| Dec 2013 | $0 | $0 | $0 | 5 | 0 |
| Oct 2013 | $0 | $0 | $0 | 4 | 0 |
| Oct 2013 | $0 | $0 | $0 | 4 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$6.5B
Discretionary$6.1B
Non-Disc.$403.5M
Employees71
Clients0
DateMar 2025
Total AUM$5.7B
Discretionary$5.3B
Non-Disc.$366.5M
Employees71
Clients0
DateJan 2025
Total AUM$5B
Discretionary$4.6B
Non-Disc.$403M
Employees60
Clients0
DateAug 2024
Total AUM$5B
Discretionary$4.6B
Non-Disc.$403M
Employees60
Clients0
DateMar 2024
Total AUM$4.3B
Discretionary$4B
Non-Disc.$307.3M
Employees60
Clients0
DateJan 2024
Total AUM$4B
Discretionary$3.7B
Non-Disc.$275.1M
Employees47
Clients0
DateSep 2023
Total AUM$4B
Discretionary$3.7B
Non-Disc.$275.1M
Employees47
Clients0
DateSep 2023
Total AUM$4B
Discretionary$3.7B
Non-Disc.$275.1M
Employees47
Clients0
DateSep 2023
Total AUM$4B
Discretionary$3.7B
Non-Disc.$275.1M
Employees47
Clients0
DateMay 2023
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$376.3M
Employees47
Clients0
DateApr 2023
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$376.3M
Employees47
Clients0
DateMar 2023
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$376.3M
Employees47
Clients0
DateJul 2022
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$336.2M
Employees47
Clients0
DateMay 2022
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$336.2M
Employees47
Clients0
DateMar 2022
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$336.2M
Employees47
Clients0
DateDec 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$197.6M
Employees33
Clients0
DateSep 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$197.6M
Employees33
Clients0
DateAug 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$197.6M
Employees33
Clients0
DateJun 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$197.6M
Employees33
Clients0
DateApr 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$197.6M
Employees33
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$197.6M
Employees33
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$197.6M
Employees33
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$197.6M
Employees33
Clients0
DateAug 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$173.9M
Employees30
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$173.9M
Employees30
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$173.9M
Employees30
Clients0
DateMay 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$173.9M
Employees30
Clients0
DateMay 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$173.9M
Employees30
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$173.9M
Employees30
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$173.9M
Employees30
Clients0
DateMay 2019
Total AUM$1B
Discretionary$983.7M
Non-Disc.$20.2M
Employees24
Clients0
DateMar 2019
Total AUM$1B
Discretionary$983.7M
Non-Disc.$20.2M
Employees24
Clients0
DateMar 2019
Total AUM$840.7M
Discretionary$840.7M
Non-Disc.$0
Employees24
Clients0
DateNov 2018
Total AUM$708.2M
Discretionary$708.2M
Non-Disc.$0
Employees19
Clients0
DateOct 2018
Total AUM$708.2M
Discretionary$708.2M
Non-Disc.$0
Employees19
Clients0
DateApr 2018
Total AUM$708.2M
Discretionary$708.2M
Non-Disc.$0
Employees19
Clients0
DateMar 2018
Total AUM$708.2M
Discretionary$708.2M
Non-Disc.$0
Employees19
Clients0
DateFeb 2018
Total AUM$708.2M
Discretionary$708.2M
Non-Disc.$0
Employees19
Clients0
DateFeb 2018
Total AUM$708.2M
Discretionary$708.2M
Non-Disc.$0
Employees19
Clients0
DateDec 2017
Total AUM$553.8M
Discretionary$553.8M
Non-Disc.$0
Employees14
Clients0
DateNov 2017
Total AUM$553.8M
Discretionary$553.8M
Non-Disc.$0
Employees14
Clients0
DateSep 2017
Total AUM$505.6M
Discretionary$505.6M
Non-Disc.$0
Employees14
Clients423
DateSep 2017
Total AUM$505.6M
Discretionary$505.6M
Non-Disc.$0
Employees14
Clients423
DateMay 2017
Total AUM$505.6M
Discretionary$505.6M
Non-Disc.$0
Employees14
Clients423
DateMay 2017
Total AUM$505.6M
Discretionary$505.6M
Non-Disc.$0
Employees14
Clients423
DateApr 2017
Total AUM$440M
Discretionary$440M
Non-Disc.$0
Employees14
Clients423
DateJan 2017
Total AUM$440M
Discretionary$440M
Non-Disc.$0
Employees14
Clients423
DateAug 2016
Total AUM$411.4M
Discretionary$411.4M
Non-Disc.$0
Employees11
Clients320
DateAug 2016
Total AUM$320M
Discretionary$303M
Non-Disc.$17M
Employees11
Clients320
DateMay 2016
Total AUM$320M
Discretionary$303M
Non-Disc.$17M
Employees11
Clients320
DateApr 2016
Total AUM$320M
Discretionary$303M
Non-Disc.$17M
Employees11
Clients320
DateFeb 2016
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees11
Clients320
DateNov 2015
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees7
Clients149
DateSep 2015
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees7
Clients149
DateJul 2015
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees7
Clients149
DateFeb 2015
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees7
Clients149
DateNov 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees6
Clients150
DateOct 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees6
Clients150
DateApr 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees6
Clients150
DateMar 2014
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees6
Clients150
DateJan 2014
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees6
Clients150
DateJan 2014
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees6
Clients150
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0