firm profile
Rinaldi Wealth Management, Inc.
Overview
Rinaldi Wealth Management, Inc. is an SEC registered investment adviser based in Bonita Springs, FL, registered since 2021. It reports $243M in assets under management across 841 accounts, with 3 employees. It has 3 investment adviser representatives.
- Reported AUM
- $243M
- Discretionary
- 100%
- Accounts
- 841
- Average account
- $289K
- Employees
- 3
- Advisory reps
- 3
- Registered since
- 2021
- Jurisdictions
- 8
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Dustin Carl Rinaldi Chief Compliance Officer, Investment Advisor Representative, Shareholder CRD 5006872
Advisory reps 3 of 3
- Anna Butterfield Khemkhajon Investment Adviser Rep CRD 7474984
- Patrick James O'grady Investment Adviser Rep CRD 8192130
- Dustin Carl Rinaldi Investment Adviser Rep CRD 5006872
Location
- Headquarters
- 24311 Walden Center Dr Ste 100
Bonita Springs, FL 34134 - County
- Lee
- Metro area
- Cape Coral-Fort Myers, FL
- Region
- South
Registrations
- SEC registered
- Registered in 8 jurisdictions
- Website: rwmadvisor.com
Every state, with registration dates
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