Ritholtz Wealth Management collects information from visitors to help answer questions and improve the site. We explain what we gather, why, and how it stays protected.
1. What we collect
When you fill out the request form on this site, the firm gathers your name, email address, phone number, ZIP code and approximate investable assets. We also collect routine technical data: which pages you visit, what browser you use, and where you came from before arriving here.
2. How we use it
We use the information you provide to respond to your request, reach out to discuss whether our services fit your situation, and decide if you meet our account minimum. We also use it to improve how the site works and to send you communications about what we offer.
The firm keeps records as required by law.
3. Sharing your data
We do not sell personal information to anyone. The firm may share your data with service providers who help us operate—for example, email platforms or hosting services—under agreements that require them to keep it confidential. The firm may also disclose information when the law requires it.
4. Phone and text messages
By providing a phone number in the request form, you consent to receive calls or text messages from the firm about your inquiry. Standard rates apply; your carrier may charge for data and messaging. You can opt out at any time by asking the firm to stop or by replying STOP to any text.
5. Your rights and choices
You have the right to ask the firm to show you what information we hold about you, to correct it, or to delete it. You can also request that we stop contacting you. To exercise any of these rights, use the request form on this site. Some state residents may have additional privacy rights under their local laws.
6. Cookies and local storage
The firm's site uses no cookies for advertising or tracking across websites, and we do not sell your browsing data. The only cookie set by our hosting provider is strictly necessary to block automated traffic.
Your browser's local storage may keep the first page you visited, the referrer that brought you here, and your last calculator result for up to 30 days. These are sent to us only if you submit a request form.
You can clear all cookies and site data in your browser settings at any time.
7. Data security
We use reasonable safeguards to keep your information secure. No internet transmission is completely safe, so we cannot guarantee absolute protection.
8. Updates to this policy
The firm may update this privacy policy. The current version appears on this page.
9. Get in touch
Questions about how we handle your information? Contact us through the request form or write to the firm, 305 West Lincoln Street, Phoenix, AZ 85003, United States.
Privacy Policy · Ritholtz Wealth Management, Inc. · 305 West Lincoln Street, Phoenix, AZ 85003, United States ·
Updated