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RINALDI WEALTH MANAGEMENT, INC.

CRD 311583 · SEC 801-122703

Visit website

24311 WALDEN CENTER DRIVE, SUITE 100, BONITA SPRINGS, FL, 34134, United States

Phone

239-444-6111

Fax

(239) 444-6112

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$243.2M

Discretionary AUM

$243.2M

Team

3 total employees; 3 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals232$72.1M
High net worth individuals131$171.1M

States served

GA, LA, MA, NJ, TN, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD