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Rinaldi Wealth Management, Inc.

● SEC registered since 2021CRD 311583SEC# 801-122703Bonita Springs, FL
Export (members)
Reg. AUM
$201.4M
Employees
4
Accounts
1,061
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 $201.4 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/rinaldi-wealth-management-incView on SEC.gov ↗

Rinaldi Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Dustin Carl Rinaldi ControlChief Compliance Officer/Investment Advisor RepresentativeOver 75%2017

Frequently asked questions

How much does Rinaldi Wealth Management, Inc. manage?

Rinaldi Wealth Management, Inc. reports $201.4 million in regulatory assets under management on its Form ADV.

How many employees does Rinaldi Wealth Management, Inc. have?

Rinaldi Wealth Management, Inc. reports 4 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

Address24311 Walden Center Drive, Suite 100, Bonita Springs, FL 34134
Phone239-444-6111
Fax(239) 444-6112
Office hours9-4:30
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$201.4M
Non-discretionary$0
Total (RAUM)$201.4M