Joseph Anthony Perna
Investment adviser representative at Ritholtz Wealth Management
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$9.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Ritholtz Wealth ManagementFeb 2026 to now
- Compound PlanningAug 2024 to Feb 2026
- Tmf InvestmentsSep 2020 to Aug 2024
- Motley Fool Wealth Management, LLCNov 2014 to Aug 2024
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ritholtz Wealth Management
$9.4BAssets managed
4,221Clients
57Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5228191
- Firm CRD
- 168652