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| Happy Holidays!! thanks for using AUM13F!! |
| Rinaldi Wealth Management Inc
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|---|---|
| CRD # | 311583 |
| SEC # | 801-122703 |
| CIK # | |
| AUM | $201.4 M (2025-02-10) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 239-444-6111 |
| Address | 24311 Walden Center Drive Bonita Springs, FL 34134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 71.3 |
| (b) Individuals (high net worth individuals) | 124 | 130.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,061 | 201.4 |
| By Discretionary | ||
| Discretionary | 1,061 | 201.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,061 | 201.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.4 | |
| Total | 1,061 | 201.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Urban Wealth Management Group LLC
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|
CA | 0.2 |
|
Essential Investment Partners LLC
✚
|
CO | 0.2 |
|
Kanani Advisory Group Inc
✚
|
CA | 0.2 |
|
Investors Portfolio Services LLC
✚
|
WA | 0.2 |
|
Brucke Financial Inc
✚
|
0.2 | |
|
Camelot Technology Advisors Inc
✚
|
CA | 0.2 |
|
BA Schrock Wealth Management Inc
✚
|
OH | 0.2 |
|
Big Sioux Financial Inc
✚
|
SD | 0.2 |
|
Arlington Capital Management Inc
✚
|
IL | 0.2 |
|
Figure 8 Investment Strategies LLC
✚
|
ID | 0.2 |