William James Artzerounian

Employer firm

Ritholtz Wealth Management CRD 168652

$9.42B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• GOOD ADVICE; LIFTOFF - AUTOMATED ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2017 → 04/2018
  Mycio Wealth Partners, Llc
  Philadelphia, PA
• 08/2015 → 05/2017
  Deloitte & Touche, Llp
  Philadelphia, PA
• 04/2018 → 07/2019
  Compass Ion Advisors, Llc
  Conshohocken, PA
• 08/2019 → 11/2019
  Grove Street Fiduciary, Llc
  Peterborough, NH
• 12/2019 → 04/2021
  Integer Wealth Advisors Group Llc
  Integer Wealth Advisors Group Llc, GA
• 05/2021 → Present
  Ritholtz Wealth Management
  New York, NY

Previous Registrations

• 2020-02-17 → 2021-07-21
  Integer Wealth Advisors Group, Llc
  Blue Bell, PA
  Cartersville, GA
• 2019-09-04 → 2019-10-28
  Grove Street Fiduciary, Llc
  Peterborough, NH
• 2018-04-30 → 2019-07-22
  Compass Ion Advisors, Llc
  Conshohocken, PA
• 2017-06-19 → 2018-04-24
  Mycio Wealth Partners, Llc
  Philadelphia, PA

Other Businesses

RWM Tax LLC; investment-related; Owner; Entity owned by RWM that provides Tax Planning Services; 5/2021; 32 hours per month

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• William James Artzerounian
• William Artzerounian