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RITHOLTZ WEALTH MANAGEMENT LLC

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Company Details

Name: RITHOLTZ WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 Jul 2013 (12 years ago)
Entity Number: 4434083
ZIP code: 10018
County: New York
Place of Formation: New York
Address: 24 W 40TH STREET, 15TH FLR, NEW YORK, NY, United States, 10018

DOS Process Agent

Name Role Address
RITHOLTZ WEALTH MANAGEMENT LLC DOS Process Agent 24 W 40TH STREET, 15TH FLR, NEW YORK, NY, United States, 10018

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001698218
Phone:
212-625-1200

Latest Filings

Form type:
13F-HR
File number:
028-17973
Filing date:
2025-04-17
File:
Form type:
13F-HR
File number:
028-17973
Filing date:
2025-01-15
File:
Form type:
13F-HR
File number:
028-17973
Filing date:
2024-10-10
File:
Form type:
N-PX
File number:
028-17973
Filing date:
2024-08-01
File:
Form type:
13F-HR
File number:
028-17973
Filing date:
2024-08-01
File:

Form 5500 Series

Employer Identification Number (EIN):
463303127
Plan Year:
2022
Number Of Participants:
42
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
32
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
29
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
23
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
19
Sponsors Telephone Number:

History

Start date End date Type Value
2023-03-02 2024-10-21 Address 24 W 40TH STREET, 15TH FLR, NEW YORK, NY, 10018, USA (Type of address: Service of Process)
2021-04-19 2023-03-02 Address 24 W 40TH STREET, 15TH FLR, NEW YORK, NY, 10018, 2528, USA (Type of address: Service of Process)
2014-04-11 2021-04-19 Address 90 PARK AVENUE, 18TH FLOOR, NEW YORK, NY, 10016, USA (Type of address: Service of Process)
2013-07-22 2014-04-11 Address 6 JEROME DRIVE, GLEN COVE, NY, 11542, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
241021001958 2024-10-21 BIENNIAL STATEMENT 2024-10-21
230302004184 2023-03-02 BIENNIAL STATEMENT 2021-07-01
210419060383 2021-04-19 BIENNIAL STATEMENT 2019-07-01
171002000455 2017-10-02 CERTIFICATE OF AMENDMENT 2017-10-02
140411000948 2014-04-11 CERTIFICATE OF CHANGE 2014-04-11

USAspending Awards / Financial Assistance

Date:
2020-04-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
601635.00
Total Face Value Of Loan:
601635.00

Trademarks Section

Serial Number:
86469284
Mark:
LIFTOFF
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2014-12-02
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
LIFTOFF

Goods And Services

For:
Investment management services
First Use:
2014-10-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
97788156
Mark:
GOOD ADVICE
Status:
RESPONSE AFTER NON-FINAL ACTION - ENTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-02-09
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
GOOD ADVICE

Goods And Services

For:
Financial management services provided to individuals; Financial management services provided to individuals via the Internet; Investment advisory services provided to individuals; Advice relating to investments provided to individuals; Financial planning and investment advisory services provided to...
First Use:
2023-01-26
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
601635
Current Approval Amount:
601635
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State