RW
RITHOLTZ WEALTH MANAGEMENT
SEC RegisteredWall Street-quality markets and investing insights written for the rest of us
NEW YORK, NYhttps://optimisticallie.com(212) 625-1200
Assets Under Management
$5B–$25B
Employees
83
Office Locations
14 offices
Total Accounts
12587
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.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
MarketsInvestingInflationAILeveraged FundsWealth TransferStock MarketNewsletter
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
Barry Lawrence Ritholtz
MANAGING MEMBER
Joshua Morgan Brown
MANAGING MEMBER
Office locations
14 offices in 11 states
NY
NEW YORKHQ
CA
NEWPORT BEACH
RI
BARRINGTON
SC
HILTON HEAD
IL
NORTHBROOK
LA
NEW ORLEANS
MI
GRAND RAPIDS
FL
NAPLES
TN
NASHVILLE
NC
CHARLOTTE
NY
NORTH BELLMORE
CA
MANHATTAN BEACH
IL
CHICAGO
TX
AUSTIN
Advisors at this firm
55 advisors in the directory
Angelica Marie Andrews
Investment Adviser Representative
William James Artzerounian
Investment Adviser Representative
Trevor Charles Batt
Investment Adviser Representative
Daniel Craig Baxter
Investment Adviser Representative
Stephanie Zodtner Baszner
Investment Adviser Representative
Michael Henry Batnick
Investment Adviser Representative
Alan Louis Brockhaus
Investment Adviser Representative
Joshua Morgan Brown
Investment Adviser Representative
Benjamin Patrick Carlson
Investment Adviser Representative
Benjamin Everitt Coulthard
Investment Adviser Representative
Ian Cully
Investment Adviser Representative
Caroline Whittaker Campanella
Investment Adviser Representative
Christopher William Niall Carey Mr.
Investment Adviser Representative
Ross David Cohen
Investment Adviser Representative
Callie Cox
Investment Adviser Representative
Nelson Roberts Crane
Investment Adviser Representative
Margaret Blair Duquesnay
Investment Adviser Representative
Adam Michael Day
Investment Adviser Representative
Andrea Diltz
Investment Adviser Representative
Joel Craig Fishman
Investment Adviser Representative
Nicholas Jacob Friedman
Investment Adviser Representative
Adam Michael Gock
Investment Adviser Representative
Taylor Dawn Hollis
Investment Adviser Representative
Patrick Kern Haley
Investment Adviser Representative
Jordan Douglas Hanson
Investment Adviser Representative
Tyler Blake Hillyer
Investment Adviser Representative
Anthony Thomas Isola
Investment Adviser Representative
Dinamarie Rose Isola
Investment Adviser Representative
Nathan Oneal Jefferson
Investment Adviser Representative
Michelle Nicole Katzen
Investment Adviser Representative
Dylan Kluender
Investment Adviser Representative
Daniel Robert Larosa
Investment Adviser Representative
Matthew James Lohrius
Investment Adviser Representative
Alexander John Messer
Investment Adviser Representative
Adam James Niestradt
Investment Adviser Representative
Jonathan Singer Novy
Investment Adviser Representative
Matthew D Papandrea
Investment Adviser Representative
Benjamin Michael Packer
Investment Adviser Representative
Alexander James Palumbo
Investment Adviser Representative
Joseph Anthony Perna
Investment Adviser Representative
Gary Alan Pulford
Investment Adviser Representative
Jalen Patrick Randolph
Investment Adviser Representative
Barry Lawrence Ritholtz
Investment Adviser Representative
Brian Adam Rosen
Investment Adviser Representative
Cameron K Rufus
Investment Adviser Representative
Sean Paul Russo
Investment Adviser Representative
James P Schwendeman
Investment Adviser Representative
Nicholas Charles Sapienza
Investment Adviser Representative
William Alan Sweet
Investment Adviser Representative
Jay Drennan Tini
Investment Adviser Representative
Kristopher Pierre Venne
Investment Adviser Representative
Blake Ray Wohlwend
Investment Adviser Representative
Kevin Michael Young
Investment Adviser Representative
Paul Steven Zodtner
Investment Adviser Representative
Eric John Zipfel
Investment Adviser Representative
Regulatory & compliance
CRD number
#168652
SEC Number
801-78479
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
| 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
Website
optimisticallie.comPhone
(212) 625-1200Find an advisor that fits
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Editorial disclosure
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.