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Michael Henry Batnick

Ritholtz Wealth Management

New York, NY

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Current Employers
Ritholtz Wealth Management

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-29
  • NY RA
    APPROVED
    Since 2021-03-29

Branch Locations

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ritholtz Wealth Management New York NY 09/2013 Present
Previous Registrations
  • 2013-05-02 → 2013-09-26
    Fusion Analytics Investment Partners Llc
    Coral Springs, FL
Other Businesses

Irrelevant Investor LLC; managing member; 100% owner; Start date: 08/08/2017; 4 hours per month; author, podcaster Compound Media LLC, partial owner, content marketing, not investment related, approximately 4 hours per month. 01/2019. The Compound Capital Fund I, LP; investment related; Fund Lead for The Compound Capital Fund I, LP ("Fund"), which is managed by an exempt reporting adviser, AngelList Advisors, LLC; 3/2021; 5 hours per month. Opto Investments; as advisor - provide consulting - provides feedback and guidance to a private market tech platform in exchange for options; attend occasional face-to-face or teleconference meetings and to provide us such guidance with respect to our corporate, research and product development and marketing activities; 9/2022; 5 hours per month. Securitize LLC; investment-related; Ownership interest in Securitize LLC, a platform that hosts the RWM/WisdomTree Crypto Index Portfolio; 12/2021; 0 hours per month. RWM Tax LLC; investment-related; Owner; Entity owned by RWM that provides Tax Planning Services; 5/2021; 0 hours per month. Ritholtz Insurance LLC; investment-related; Entity owned by RWM that provides Fixed Insurance products; 5/2018; 0 hours per month. Advisors Circle Inc. Owners; Owner; Partnership entity that owns shares of Advisors Circle, LLC, a Boston, MA entity manages trade shows and conferences for investment advisors; 8/2020; 0 hours per month. Sweet Motion LLC; Sweet Motion LLC makes small venture investments in small financial technology companies providing services to investment advisors. There have three been minority stake investments: (1) Yellowbrick Investing Inc. (2) Securitize, Inc. (F/k/a OnRamp) (3) Quartr AB; 3/2021; 0 hours per month. Exhibit A For Advice LLC; investment-related; Tuxedo Park, NY; March 2025; CEO; Passive investor, entity that provides charts on the economy and the markets for license by investment professionals. 0 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-01
S66 Uniform Combined State Law Examination 2010-06-04
  • S65 Uniform Investment Adviser Law Examination
    2013-05-01
  • S66 Uniform Combined State Law Examination
    2010-06-04
Other Names
  • Michael Batnick

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