RITHOLTZ WEALTH MANAGEMENT
SEC RegisteredWall Street-quality markets and investing insights written for the rest of us
About the firm
OptimistiCallie is a markets and investing newsletter written by Callie Cox, delivering Wall Street-quality insights written for the rest of us.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Markets and investing insights published as a newsletter/archive of articles covering topics such as inflation, stock issuance, AI research, leveraged funds, wealth transfer, and investing strategy.
Who they serve
the rest of us (general audience seeking accessible markets and investing insights)
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,752 | $725M |
| High Net Worth Individuals | 1,247 | $6.5B |
| Charitable Organizations | 77 | $356M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
55 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,999,999 | 1.25% |
| $2,000,000 to $2,999,999 | 1.00% |
| $3,000,000 to $4,999,999 | 0.85% |
| $5,000,000 to $9,999,999 | 0.75% |
| $10,000,000 to $19,999,999 | 0.65% |
| $20,000,000 to $49,999,999 | 0.45% |
| Over $49,999,999 | 0.35% |
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RITHOLTZ WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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