RIALTO WEALTH MANAGEMENT, LLC
Legal name: RIALTO WEALTH MANAGEMENT
CRD #319411 SEC #801-123598 SYRACUSE, NY 315-992-9129
SEC Registered
Total AUM
$403.7M
Discretionary
$385.7M
Employees
6
Clients
101
Accounts
738
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $403.7M | $385.7M | $18M | 6 | 1 |
| Mar 2024 | $312.3M | $305.2M | $7.2M | 6 | 2 |
| Oct 2023 | $218.6M | $216.6M | $1.9M | 4 | 1 |
| Apr 2023 | $218.6M | $216.6M | $1.9M | 4 | 1 |
| Mar 2023 | $218.6M | $216.6M | $1.9M | 4 | 1 |
| Jul 2022 | $201.9M | $201.9M | $0 | 3 | 0 |
| Apr 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
DateJan 2025
Total AUM$403.7M
Discretionary$385.7M
Non-Disc.$18M
Employees6
Clients1
DateMar 2024
Total AUM$312.3M
Discretionary$305.2M
Non-Disc.$7.2M
Employees6
Clients2
DateOct 2023
Total AUM$218.6M
Discretionary$216.6M
Non-Disc.$1.9M
Employees4
Clients1
DateApr 2023
Total AUM$218.6M
Discretionary$216.6M
Non-Disc.$1.9M
Employees4
Clients1
DateMar 2023
Total AUM$218.6M
Discretionary$216.6M
Non-Disc.$1.9M
Employees4
Clients1
DateJul 2022
Total AUM$201.9M
Discretionary$201.9M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0