Investment adviser · CRD 311583
RINALDI WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
BONITA SPRINGS, FL, United States · Form ADV filed Feb 22, 2026
- Regulatory AUM
- $243M Form ADV · Item 5.F
- Client accounts
- 841 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 131 | $171,100,000 | 70.4% |
| Individuals | 232 | $72,100,000 | 29.6% |
Filing source
Form ADV 2051323 · Feb 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
24311 WALDEN CENTER DRIVE, SUITE 100BONITA SPRINGS, FL, 34134, United States
CRD 311583
Filing source
Form ADV 2051323 · Feb 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.