RINALDI WEALTH MANAGEMENT, INC.
CRD #311583 SEC #801-122703 BONITA SPRINGS, FL 239-444-6111
SEC Registered
Total AUM
$201.4M
Discretionary
$201.4M
Employees
3
Clients
251
Accounts
1,061
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $201.4M | $201.4M | $0 | 3 | 1 |
| Nov 2025 | $201.4M | $201.4M | $0 | 3 | 1 |
| Sep 2025 | $201.4M | $201.4M | $0 | 3 | 1 |
| Sep 2025 | $201.4M | $201.4M | $0 | 4 | 1 |
| Feb 2025 | $201.4M | $201.4M | $0 | 4 | 1 |
| Nov 2024 | $162.6M | $162.6M | $0 | 4 | 1 |
| Mar 2024 | $162.6M | $162.6M | $0 | 4 | 1 |
| Oct 2023 | $130.6M | $130.6M | $0 | 4 | 5 |
| Sep 2023 | $130.6M | $130.6M | $0 | 5 | 5 |
| Jul 2023 | $130.6M | $130.6M | $0 | 5 | 5 |
| Jan 2023 | $130.6M | $130.6M | $0 | 5 | 5 |
| Aug 2022 | $139.8M | $139.8M | $0 | 5 | 5 |
| May 2022 | $133.6M | $133.6M | $0 | 3 | 5 |
| Feb 2022 | $133.6M | $133.6M | $0 | 2 | 5 |
| Jan 2022 | $133.6M | $133.6M | $0 | 1 | 5 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees3
Clients1
DateNov 2025
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees3
Clients1
DateSep 2025
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees3
Clients1
DateSep 2025
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees4
Clients1
DateFeb 2025
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees4
Clients1
DateNov 2024
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees4
Clients1
DateMar 2024
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees4
Clients1
DateOct 2023
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees4
Clients5
DateSep 2023
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees5
Clients5
DateJul 2023
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees5
Clients5
DateJan 2023
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees5
Clients5
DateAug 2022
Total AUM$139.8M
Discretionary$139.8M
Non-Disc.$0
Employees5
Clients5
DateMay 2022
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees3
Clients5
DateFeb 2022
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees2
Clients5
DateJan 2022
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees1
Clients5
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0