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firm profile

Rialto Wealth Management

RIA Syracuse, NY CRD 319411 Last verified October 2026

Overview

Rialto Wealth Management is an SEC registered investment adviser based in Syracuse, NY, registered since 2022. It reports $626M in assets under management across 1,207 accounts, with 7 employees. It has 8 investment adviser representatives.

Reported AUM
$626M
Discretionary
96%
Accounts
1,207
Average account
$519K
Employees
7
Advisory reps
8
Registered since
2022
Jurisdictions
4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Pension Consulting
  • Portfolio Management for Businesses or Institutional Clients
Client types
  • High Net Worth Individuals
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 5

2 more executive officers, with direct contact details

Advisory reps 3 of 8

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters
126 N Salina St Ste 330
Syracuse, NY 13202
County
Onondaga
Metro area
Syracuse, NY
Region
Northeast

Registrations

  • SEC registered
  • Registered in 4 jurisdictions

Every state, with registration dates

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