BONITA SPRINGS, FLCRD 311583Latest ADV February 22, 2026
Rinaldi Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bonita Springs, FL. Its latest Form ADV filing, dated February 22, 2026, reports $243M in regulatory assets under management, 3 employees, and 841 accounts.
Assets Under Management
$243M
Employees
3
Offices
--
Total Clients
363
Primary office
BONITA SPRINGS, FL
24311 WALDEN CENTER DRIVE, SUITE 100, BONITA SPRINGS, FL, United States
Top client segmentIndividuals represent 63.9% of total clients.
Top client categories% of clientsClients
1
Individuals
63.9%
232
2
HNWI
36.1%
131
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$243Mas of February 22, 2026
Discretionary100.0%
$243M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$243M
Total Accounts841
10Y AUM Change+$243M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee121:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.