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RIALTO WEALTH MANAGEMENT
126 N Salina St.
Suite 404
Syracuse, New York 13202
Tel: 315-992-9129
About RIALTO WEALTH MANAGEMENT
RIALTO WEALTH MANAGEMENT, formally registered with the SEC as RIALTO WEALTH MANAGEMENT. The firm was established in 04/01/2022. They have over 1 offices throughout the country.
RIALTO WEALTH MANAGEMENT is a Syracuse, New York based Financial Planning firm with nearly $218,567,000 assets under management, offering retirement planning & investment advisory services to 454 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 319411 |
| SEC# | 801-123598 |
| Assets Managed by Firm | $218,567,000 |
| No. of Clients | 454 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 454 | $218,567,000 |
| Individuals (other than high net worth individuals) | 71 | $19,230,000 |
| High net worth individuals | 57 | $196,812,000 |
| Pension and profit sharing plans | $938,000 | |
| Charitable organizations | Fewer than 5 clients | $518,000 |
| Corporations or other businesses | Fewer than 5 clients | $1,069,000 |
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