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RIALTO WEALTH MANAGEMENT
RIALTO WEALTH MANAGEMENT, LLC
CRD 319411 · SEC 801-123598
126 N SALINA ST., SUITE 330, SYRACUSE, NY, 13202, United States
Phone
315-992-9129
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$625.9M
Discretionary AUM
$600.6M
Team
7 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $71.0M |
| High net worth individuals | 146 | $523.9M |
| Pension/profit sharing plans | 6 | $27.4M |
States served
NY, TX, NH, FL
Official SEC filing: View on IAPD