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Anna Chaiken, portrait

Anna Chaiken

Managing Member at Ritholtz Wealth Management

Firm officerUpdated

Anna Chaiken has been Managing Member of Ritholtz Wealth Management, a New York, NY investment adviser managing $9.42B, since January 2023.

3
Years in role
$9.42B
Firm AUM
4,221
Firm clients
48
Firm advisers

From Form ADV filed 10 August 2026Form ADV

Career

Anna Chaiken is not listed as a control person, but directly owns under 5% of Ritholtz Wealth Management.

Ritholtz Wealth Management is an investment adviser based in New York, NY, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $9.42 billion, as filed on 10 August 2026. Its fees, ownership and offices are on the firm’s profile.

Anna Chaiken is COO of Ritholtz Wealth Management. Chaiken has been in the financial world for over a decade, beginning at a small firm in Chicago. A meeting with the RWM team became the opening of RWM Chicago.

Key facts

CRD
6213162
Firm
Ritholtz Wealth Management · CRD 168652
Role
Managing Member
In role since
January 2023 · 3 years
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
New York, NY
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
ritholtzwealth.com

Common questions

Where does Anna Chaiken work?

Anna Chaiken has been Managing Member of Ritholtz Wealth Management since January 2023.

Source: Form ADV, Schedule A, filed 10 August 2026

How can I verify Anna Chaiken’s record?

Anna Chaiken’s role is listed on Ritholtz Wealth Management’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 168652.

Source: Form ADV, Schedule A, filed 10 August 2026

Leadership at Ritholtz Wealth Management

Sources

  1. IAPD individual lookup, CRD 6213162, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Ritholtz Wealth Management, filed 10 August 2026. Title, control and ownership bands.
  3. Ritholtz Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.
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