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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 $403,683,000 assets under management, offering retirement planning & investment advisory services to 738 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319411 |
| SEC# | 801-123598 |
| Assets Managed by Firm | $403,683,000 |
| No. of Clients | 738 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 738 | $403,683,000 |
| Individuals (other than high net worth individuals) | 121 | $37,167,000 |
| High net worth individuals | 96 | $339,014,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $26,589,000 |
| Charitable organizations | Fewer than 5 clients | $747,000 |
| Corporations or other businesses | Fewer than 5 clients | $166,000 |
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