Rialto Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Syracuse, NY. Its latest Form ADV filing, dated March 27, 2026, reports $626M in regulatory assets under management, 7 employees, and 1,207 accounts.
Assets Under Management
$626M
Employees
7
Offices
--
Total Clients
344
Primary office
SYRACUSE, NY
126 N SALINA ST., SUITE 330, SYRACUSE, NY, United States
Top client segmentIndividuals represent 55.8% of total clients.
Top client categories% of clientsClients
1
Individuals
55.8%
192
2
HNWI
42.4%
146
3
Pension Plans
1.7%
6
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$626Mas of March 27, 2026
Discretionary96.0%
$601M
96% of total RAUM96.0%
Non-discretionary4.0%
$25M
4% of total RAUM4.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$626M
Total Accounts1,207
10Y AUM Change+$626M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee49:1
10Y Employee Change+4 (+133.3%)
* 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.