Rinaldi Wealth Management, Inc.
● SEC registered since 2021CRD 311583SEC# 801-122703Bonita Springs, FL
Reg. AUM
$243.2M
Employees
3
Accounts
841
Location
Bonita Springs, FL
Rinaldi Wealth Management, Inc. assets under management
Rinaldi Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Bonita Springs, FL. The firm has been registered since 2021. It reports $243.2 million in regulatory assets under management and employs 3 people.
Rinaldi Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dustin Carl Rinaldi Control | Chief Compliance Officer/Investment Advisor Representative/Shareholder | Over 75% | 2017 |
Frequently asked questions
How much does Rinaldi Wealth Management, Inc. manage?
Rinaldi Wealth Management, Inc. reports $243.2 million in regulatory assets under management on its Form ADV.
How many employees does Rinaldi Wealth Management, Inc. have?
Rinaldi Wealth Management, Inc. reports 3 employees.
Where is Rinaldi Wealth Management, Inc. located?
Rinaldi Wealth Management, Inc. is based in Bonita Springs, FL and has been SEC-registered since 2021.
Does Rinaldi Wealth Management, Inc. disclose fund performance?
Rinaldi Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24311 Walden Center Drive, Suite 100, Bonita Springs, FL 34134 |
| Phone | 239-444-6111 |
| Fax | (239) 444-6112 |
| Office hours | 9-4:30 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$243.2M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$243.2Mregulatory AUM
Discretionary $243.2M