Blake Ray Wohlwend
Investment adviser representative at Ritholtz Wealth Management
23 yearsExperience
1 stateRegistered in
$9.4BFirm assets
13 yearsFirm in business
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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
23 years in the industry.
- Ritholtz Wealth ManagementJul 2025 to now
- Ameriprise Financial Services, LLCApr 2025 to Jul 2025
- Ameriprise Financial Services, LLCMay 2024 to Mar 2025
- Northwestern MutualMay 2023 to Aug 2023
- Alpine Supply Chain SolutionsJun 2022 to Aug 2022
- Michigan State UniversityAug 2020 to May 2024
- Alter BreweryJun 2020 to Aug 2021
- Puebla Modern MexicanOct 2019 to May 2020
- St. Charles Public SchoolsMay 2014 to May 2020
- UnemployedMar 2002 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7713294
- Firm CRD
- 168652