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Rialto Wealth Management, LLC

● SEC registered since 2022CRD 319411SEC# 801-123598Syracuse, NY
Export (members)
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
NameTitleOwnershipSince
Edward John Barno ControlMember10-25%2022
Ethan David Gilbert ControlMember And Cco25-50%2022
Jeffrey Hughes Watson ControlPartner10-25%2023
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Frequently 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

Address126 N Salina St., Suite 330, Syracuse, NY 13202
Phone315-992-9129
Office hours8 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$600.6M
Non-discretionary$25.3M
Total (RAUM)$625.9M