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RITHOLTZ WEALTH MANAGEMENT LLC

Company Details

Name: RITHOLTZ WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 Jul 2013 (11 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

Central Index Key

CIK number Mailing Address Business Address Phone
1698218 24 WEST 40TH STREET, 15TH FLOOR, NEW YORK, NY, 10018 24 WEST 40TH STREET, 15TH FLOOR, NEW YORK, NY, 10018 212-625-1200

Filings since 2024-10-10

Form type 13F-HR
File number 028-17973
Filing date 2024-10-10
Reporting date 2024-09-30
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Filings since 2024-08-01

Form type N-PX
File number 028-17973
Filing date 2024-08-01
Reporting date 2024-06-30
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Filings since 2024-08-01

Form type 13F-HR
File number 028-17973
Filing date 2024-08-01
Reporting date 2024-06-30
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Filings since 2024-04-24

Form type 13F-HR
File number 028-17973
Filing date 2024-04-24
Reporting date 2024-03-31
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Filings since 2024-01-18

Form type 13F-HR
File number 028-17973
Filing date 2024-01-18
Reporting date 2023-12-31
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Filings since 2023-10-13

Form type 13F-HR
File number 028-17973
Filing date 2023-10-13
Reporting date 2023-09-30
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Filings since 2023-07-17

Form type 13F-HR
File number 028-17973
Filing date 2023-07-17
Reporting date 2023-06-30
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Filings since 2023-04-20

Form type 13F-HR
File number 028-17973
Filing date 2023-04-20
Reporting date 2023-03-31
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Filings since 2023-01-19

Form type 13F-HR
File number 028-17973
Filing date 2023-01-19
Reporting date 2022-12-31
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Filings since 2022-10-19

Form type 13F-HR
File number 028-17973
Filing date 2022-10-19
Reporting date 2022-09-30
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Filings since 2022-07-15

Form type 13F-HR
File number 028-17973
Filing date 2022-07-15
Reporting date 2022-06-30
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Filings since 2022-04-14

Form type 13F-HR
File number 028-17973
Filing date 2022-04-14
Reporting date 2022-03-31
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Filings since 2022-01-18

Form type 13F-HR
File number 028-17973
Filing date 2022-01-18
Reporting date 2021-12-31
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Filings since 2021-10-14

Form type 13F-HR
File number 028-17973
Filing date 2021-10-14
Reporting date 2021-09-30
File View File

Filings since 2021-07-20

Form type 13F-HR
File number 028-17973
Filing date 2021-07-20
Reporting date 2021-06-30
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Filings since 2021-05-12

Form type 13F-HR
File number 028-17973
Filing date 2021-05-12
Reporting date 2021-03-31
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Filings since 2021-01-19

Form type 13F-HR
File number 028-17973
Filing date 2021-01-19
Reporting date 2020-12-31
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Filings since 2020-10-23

Form type 13F-HR
File number 028-17973
Filing date 2020-10-23
Reporting date 2020-09-30
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Filings since 2020-07-15

Form type 13F-HR
File number 028-17973
Filing date 2020-07-15
Reporting date 2020-06-30
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Filings since 2020-04-09

Form type 13F-HR
File number 028-17973
Filing date 2020-04-09
Reporting date 2020-03-31
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Filings since 2020-01-17

Form type 13F-HR
File number 028-17973
Filing date 2020-01-17
Reporting date 2019-12-31
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Filings since 2019-10-17

Form type 13F-HR
File number 028-17973
Filing date 2019-10-17
Reporting date 2019-09-30
File View File

Filings since 2019-07-15

Form type 13F-HR
File number 028-17973
Filing date 2019-07-15
Reporting date 2019-06-30
File View File

Filings since 2019-04-12

Form type 13F-HR
File number 028-17973
Filing date 2019-04-12
Reporting date 2019-03-31
File View File

Filings since 2019-01-18

Form type 13F-HR
File number 028-17973
Filing date 2019-01-18
Reporting date 2018-12-31
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Filings since 2018-10-12

Form type 13F-HR
File number 028-17973
Filing date 2018-10-12
Reporting date 2018-09-30
File View File

Filings since 2018-07-12

Form type 13F-HR
File number 028-17973
Filing date 2018-07-12
Reporting date 2018-06-30
File View File

Filings since 2018-04-17

Form type 13F-HR
File number 028-17973
Filing date 2018-04-17
Reporting date 2018-03-31
File View File

Filings since 2018-01-23

Form type 13F-HR
File number 028-17973
Filing date 2018-01-23
Reporting date 2017-12-31
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Filings since 2017-10-17

Form type 13F-HR
File number 028-17973
Filing date 2017-10-17
Reporting date 2017-09-30
File View File

Filings since 2017-08-04

Form type 13F-HR
File number 028-17973
Filing date 2017-08-04
Reporting date 2017-06-30
File View File

Filings since 2017-02-17

Form type 13F-HR
File number 028-17973
Filing date 2017-02-17
Reporting date 2016-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RITHOLTZ WEALTH MANAGEMENT LLC 401(K) PLAN 2022 463303127 2023-06-10 RITHOLTZ WEALTH MANAGEMENT LLC 42
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2124559122
Plan sponsor’s address 24 WEST 40TH STREET, 15TH FLOOR, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2023-06-10
Name of individual signing WILLIAM SWEET
RITHOLTZ WEALTH MANAGEMENT LLC 401(K) PLAN 2021 463303127 2022-07-11 RITHOLTZ WEALTH MANAGEMENT LLC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2126251200
Plan sponsor’s address 24 WEST 40TH STREET, 15TH FLOOR, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2022-07-11
Name of individual signing WILLIAM SWEET
RITHOLTZ WEALTH MANAGEMENT LLC 401(K) PLAN 2020 463303127 2021-07-21 RITHOLTZ WEALTH MANAGEMENT LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2124559122
Plan sponsor’s address 24 WEST 40TH STREET, 15TH FLOOR, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2021-07-21
Name of individual signing WILLIAM SWEET
RITHOLTZ WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 463303127 2020-06-03 RITHOLTZ WEALTH MANAGEMENT, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2124559122
Plan sponsor’s address 24 WEST 40TH STREET, 15TH FLOOR, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2020-06-03
Name of individual signing WILLIAM SWEET
RITHOLTZ WEALTH MANAGEMENT, LLC 401(K) PLAN 2018 463303127 2019-07-09 RITHOLTZ WEALTH MANAGEMENT, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2124559122
Plan sponsor’s address 24 WEST 40TH STREET, 15TH FLOOR, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2019-07-09
Name of individual signing WILLIAM SWEET

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

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
140411000940 2014-04-11 CERTIFICATE OF PUBLICATION 2014-04-11
130722000688 2013-07-22 ARTICLES OF ORGANIZATION 2013-07-22

Date of last update: 15 Jan 2025

Sources: New York Secretary of State