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Blake W
Series 65
Chicago, IL
Ritholtz Wealth Management
Blake Wohlwend is a financial advisor at Ritholtz Wealth Management in Chicago, holding a Series 65 credential. He has been in the industry since 2023, with prior experience at Ameriprise and Northwestern Mutual. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical strategies and alternative investments.
Andrea D
Series 65
Chicago, IL
Ritholtz Wealth Management
Andrea Diltz is a financial advisor at Ritholtz Wealth Management with Series 65 credentials and two years of industry experience. Prior to joining Ritholtz in 2024, she worked for CG Financial Services and spent five years in secondary education. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment approach that emphasizes asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical overlays and alternative investments.
Adam G
Series 65, Series 63
Chicago, IL
Ritholtz Wealth Management
Adam Gock is a financial advisor at Ritholtz Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tradestation Securities and Annex Wealth Management prior to joining Ritholtz in 2023. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering comprehensive portfolio management, financial planning, and retirement and college planning services. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, utilizing diversified ETFs alongside tactical and alternative strategies, and provides both advisor-led and digital platform solutions.
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