Matthew Lohrius has been Managing Member of Ritholtz Wealth Management since January 2024, is not listed as a control person, but directly owns under 5% of the firm. Matthew Lohrius holds a Bachelors in Finance from Coastal Carolina University.
Ritholtz Wealth Management is a New York, NY firm with $9.42B under management, 4,221 clients and 48 advisers across 15 offices, as of its August 2026 filing.
Matt Lohrius is Sr. Advisor of Ritholtz Wealth Management. Lohrius started a career in financial services at Vanguard's headquarters in Valley Forge, PA. After moving back to New York, Lohrius reached out to Kris Venne and joined the team. Lohrius has 13 years of industry experience.
Matthew Lohrius’ longest registration is the current one, 8 years at Ritholtz Wealth Management since 2018. Before joining Ritholtz Wealth Management in 2018, Matthew Lohrius was registered through American Portfolios Advisors, Inc.
- Ritholtz Wealth ManagementCurrent– present · 8 yearsNew York, NY · Adviser representative · Firm CRD 168652
- American Portfolios Advisors, Inc– · under a yearHolbrook, NY · Adviser representative · Firm CRD 112697
Professional designations
Listed by Ritholtz Wealth Management
- CFP®
Investment adviser representative registrations
Matthew Lohrius is registered as an investment adviser representative in Connecticut, since May 2025.
- ConnecticutSince 23 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 January 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 December 2013 |
| Series 7 | General Securities Representative Examination | 25 November 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew James Lohrius
- CRD
- 6264184
- Firm
- Ritholtz Wealth Management · CRD 168652
- Role
- Managing Member
- Office
- 24 WEST 40TH STREET, 15TH FLOOR, New York, NY 10018
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ritholtzwealth.com
Where does Matthew Lohrius work?
Matthew Lohrius has been Managing Member of Ritholtz Wealth Management since January 2024.
Is Matthew Lohrius a financial advisor?
Yes. Matthew Lohrius has a current investment-adviser registration in Connecticut, through Ritholtz Wealth Management since February 2018.
How many years of experience does Matthew Lohrius have?
Matthew Lohrius has 12 years in the financial industry, since May 2014, across 2 adviser firms.
What exams has Matthew Lohrius passed?
Matthew Lohrius has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2013. FINRA credited Matthew Lohrius with the SIE, which began in October 2018.
Where did Matthew Lohrius work before Ritholtz Wealth Management?
Before Ritholtz Wealth Management, Matthew Lohrius was registered through American Portfolios Advisors, Inc, January 2017 to December 2017.
Where is Matthew Lohrius based?
Matthew Lohrius’ registered office is in New York, NY.
Is Matthew Lohrius registered with FINRA?
No. Matthew Lohrius has no current broker registration.
Is Matthew Lohrius a CFP?
Ritholtz Wealth Management lists Matthew Lohrius with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Matthew Lohrius’ record?
Search CRD 6264184 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Lohrius’ full registration record.
- Patricia FerraroChief Compliance Officer & Managing Member
William ArtzerounianManaging Member
Benjamin CarlsonManaging Member
Anna ChaikenManaging Member
Ross CohenManaging Member
Benjamin CoulthardManaging Member
Margaret DuquesnayManaging Member
Joel FishmanManaging Member
Taylor HollisManaging Member
Dinamarie IsolaManaging Member
Michelle KatzenManaging Member
Dylan KluenderManaging Member
Daniel LarosaManaging Member
Nicholas MaggiulliManaging Member
Erika MauroManaging Member
Jonathan NovyManaging Member
Alexander PalumboManaging Member
Gary PulfordManaging Member
Brian RosenManaging Member
Nicholas SapienzaManaging Member
William SweetManaging Member
Kevin YoungManaging Member
Paul ZodtnerManaging Member
Barry RitholtzManaging Member- Joshua BrownManaging Member
Kristopher VenneManaging Member
Michael BatnickManaging Member
Jay TiniManaging Member