Rialto Wealth Management, LLC
● SEC registered since 2022CRD 319411SEC# 801-123598Syracuse, NY
Reg. AUM
$625.9M
Employees
7
Accounts
1,207
Location
Syracuse, NY
Rialto Wealth Management, LLC assets under management
Rialto Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Syracuse, NY. The firm has been registered since 2022. It reports $625.9 million in regulatory assets under management and employs 7 people.
Rialto Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward John Barno Control | Member | 10-25% | 2022 |
| Ethan David Gilbert Control | Member And Cco | 25-50% | 2022 |
| Jeffrey Hughes Watson Control | Partner | 10-25% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Rialto Wealth Management, LLC manage?
Rialto Wealth Management, LLC reports $625.9 million in regulatory assets under management on its Form ADV.
How many employees does Rialto Wealth Management, LLC have?
Rialto Wealth Management, LLC reports 7 employees.
Where is Rialto Wealth Management, LLC located?
Rialto Wealth Management, LLC is based in Syracuse, NY and has been SEC-registered since 2022.
Does Rialto Wealth Management, LLC disclose fund performance?
Rialto Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 126 N Salina St., Suite 330, Syracuse, NY 13202 |
| Phone | 315-992-9129 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$625.9M▲ 55%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$625.9Mregulatory AUM
Discretionary $600.6MNon-discretionary $25.3M