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| Keyboard |
| Rinaldi Wealth Management Inc
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|---|---|
| CRD # | 311583 |
| SEC # | 801-122703 |
| CIK # | |
| AUM | 243.2 M (2026-02-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 239-444-6111 |
| Address | 24311 Walden Center Drive Bonita Springs, FL 34134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 72.1 |
| (b) Individuals (high net worth individuals) | 131 | 171.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 841 | 243.2 |
| By Discretionary | ||
| Discretionary | 841 | 243.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 841 | 243.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.2 | |
| Total | 841 | 243.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sierra Pacific Private Wealth LLC
✚
|
CA | 245.9 M |
|
Wealthway Financial Advisors
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|
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|
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PA | 243.8 M |
|
Retirewise Tax and Wealth Advisors Inc
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KS | 242.8 M |
|
210 Wealth Management Inc
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IL | 242.8 M |
|
MUNN Wealth Management LLC
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OH | 242.3 M |
|
Revolution Capital LLC
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|
NE | 241.9 M |
|
Bayntree Wealth Advisors LLC
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|
AZ | 241.1 M |
|
Carolina Financial Advisors Inc
✚
|
NC | 240.9 M |
|
Kaiyo Wealth LLC
✚
|
CA | 240.1 M |