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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| RINALDI, DUSTIN, CARL | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
Registrations
Federal
IA
Dec 16, 2025 REGISTERED
Notice Filings (13)
CA FL GA IL LA MA MI MN NH NJ TN TX VA
Address
24311 WALDEN CENTER DRIVESUITE 100
BONITA SPRINGS, FL 34134
United States
Phone: 239-444-6111