# Ritholtz Wealth Mobile

> Mobile access to financial accounts and advisor communication. (iPhone/iPad app by Ritholtz Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/ritholtz-wealth-mobile/id990621076 (this page in markdown: same URL + `.md`)
- Developer: [Ritholtz Wealth Management, LLC](https://appshunter.io/developer/990621075)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 6 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 59 MB
- Languages: American English
- Released: 2015-05-12
- Data updated: 2026-06-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/ritholtz-wealth-mobile/id990621076/reviews.md

## What is Ritholtz Wealth Mobile?

This Mobile App allows you to view account information, balances and easily contact your advisor.

## Key features

- View account information
- Check balances
- Contact financial advisor
- Secure access

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/ritholtz-wealth-mobile/id990621076/reviews.md

### 5/5 — Excellent Tool

*2019-09-23*

Easily let’s me see my accounts laid out in a visually friendly way.

## Frequently asked questions about Ritholtz Wealth Mobile

### What can I do with Ritholtz Wealth Mobile?

Ritholtz Wealth Mobile allows you to view your account information and balances. You can also easily contact your financial advisor directly through the app.

### Is Ritholtz Wealth Mobile free to use?

Yes, Ritholtz Wealth Mobile is available for free. It does not have any in-app purchases or advertisements.

### What devices does Ritholtz Wealth Mobile support?

Ritholtz Wealth Mobile is available for iPhone, iPad, and iPod touch devices.

### How secure is Ritholtz Wealth Mobile?

The app is designed for secure access to your financial information. Specific security protocols are not detailed in the provided description.

### How often is Ritholtz Wealth Mobile updated?

The latest version, 5.20.5, was released on December 2nd, 2025, indicating regular updates to maintain functionality and security.

### What is the user rating for Ritholtz Wealth Mobile?

Ritholtz Wealth Mobile has an excellent rating of 5.0 stars, based on 6 user reviews.

### What is the age rating for Ritholtz Wealth Mobile?

The app has an age rating of 4+, making it suitable for a wide range of users.

### Who developed Ritholtz Wealth Mobile?

Ritholtz Wealth Mobile was developed by Ritholtz Wealth Management, LLC.

## Version history (last 5 releases)

### 5.20.5 — 2025-12-02

- iOS permission message enhancement

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-04-16

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-12

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-05.*