Charlotte, NC South Boulevard Office
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Ritholtz Wealth Management
Multi-team
Firm-wide stats for Ritholtz Wealth Management
About
Ritholtz Wealth Management advises a mix of individual (including high-net-worth) and institutional clients such as retirement plans and trusts, providing comprehensive portfolio management, financial planning, retirement plan consulting, and college financial planning. The multi-team firm manages roughly $9.4 billion in client assets and offers both advisor-led services and digital platforms (Good Advice and Liftoff) for model portfolio implementation and ongoing management.
The firm’s investment process is goal‑based and emphasizes asset allocation and behavioral‑finance principles, typically using diversified, low‑cost ETFs alongside tactical overlays, structured products, and alternative investments where appropriate. Its digital offerings include automated risk profiling and tax‑loss harvesting on the Good Advice platform, Liftoff’s manager‑implemented model portfolios, and documented controls for the use of AI tools in research and operations.
Ritholtz’s business arrangements include activities that are less common among peers: it serves as a sub‑adviser and fund sponsor to an exchange‑listed ETF and acts as sub‑adviser to private/venture fund vehicles, and principals have ownership interests in a crypto custody/platform provider that hosts a firm crypto portfolio. The brochure discloses these affiliations (and related conflicts) as well as affiliated insurance and tax/accounting entities, and describes mitigation measures the firm uses when recommending affiliated investments.
Based on Ritholtz Wealth Management
Expertise
Based on Ritholtz Wealth Management
Occupation focus
Based on Ritholtz Wealth Management
Location
1900 South Boulevard, Suite 110
Charlotte NC 28203
Advisors at this office
3
Advisors at this office
Caroline C
CFP®
Charlotte, NC
Ritholtz Wealth Management
Caroline Campanella is a CFP® professional at Ritholtz Wealth Management with two years of industry experience. She previously worked at Novare Capital Management and Corient, and earlier was employed by the University of Georgia. Ritholtz Wealth Management serves individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $9.4 billion in assets, emphasizing goal-based investing, asset allocation, and behavioral finance principles, and provides both advisor-led services and digital platforms for portfolio implementation and management.
Stephanie B
CFP®, Series 63
Charlotte, NC
Ritholtz Wealth Management
Stephanie Baszner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2023. Prior to joining Ritholtz, she spent seven years at The Vanguard Group, Inc. She holds a Series 63 license and is based in Charlotte, NC. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical overlays and alternative investments.
Jalen R
CFP®
Charlotte, NC
Ritholtz Wealth Management
Jalen Randolph is a CFP® professional with four years of industry experience, currently serving as an advisor at Ritholtz Wealth Management in Charlotte, NC. His prior roles include positions at Corient Services LLC, CIPW Service Company, LLC, CI Brightworth, and Lincoln Financial Group. Ritholtz Wealth Management provides comprehensive portfolio management and financial planning services to individual, high-net-worth, and institutional clients, employing a goal-based investment process that incorporates asset allocation and behavioral finance principles. The firm manages approximately $9.4 billion in assets and offers both advisor-led and digital platform solutions.
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