RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SHEEHY RYAN, RACHEL, ALEXAIPARTNERNA Control
SHEEHY RYAN, RACHEL, ALEXAIPARTNERNA Control
SHEEHY RYAN, RACHEL, ALEXAIPARTNERNA Control
SHEEHY RYAN, RACHEL, ALEXAIPARTNERNA Control
SHEEHY RYAN, RACHEL, ALEXAIPARTNERNA Control
Watson, Jeffrey, HughesIPARTNERNA
ANTONACCI, MICHAEL L.IMEMBERC Control
ANTONACCI, MICHAEL, L.IMEMBERC Control
ANTONACCI, MICHAEL, L.IMEMBERC Control
ANTONACCI, MICHAEL, L.IMEMBERC Control
ANTONACCI, MICHAEL, L.IMEMBERC Control
ANTONACCI, MICHAEL, L.IMEMBERC Control
ANTONACCI, MICHAEL, L.IMEMBERC Control
ANTONACCI, MICHAEL, L.IMEMBERC Control
BARNO, EDWARD JOHNIMEMBERC Control
BARNO, EDWARD, JOHNIMEMBERC Control
BARNO, EDWARD, JOHNIMEMBERC Control
BARNO, EDWARD, JOHNIMEMBERC Control
BARNO, EDWARD, JOHNIMEMBERC Control
BARNO, EDWARD, JOHNIMEMBERC Control
BARNO, EDWARD, JOHNIMEMBERC Control
BARNO, EDWARD, JOHNIMEMBERC Control
GILBERT, ETHAN DAVIDIMEMBER AND CCOC Control
GILBERT, ETHAN, DAVIDIMEMBER AND CCOC Control
GILBERT, ETHAN, DAVIDIMEMBER AND CCOC Control
GILBERT, ETHAN, DAVIDIMEMBER AND CCOC Control
GILBERT, ETHAN, DAVIDIMEMBER AND CCOC Control
GILBERT, ETHAN, DAVIDIMEMBER AND CCOC Control
GILBERT, ETHAN, DAVIDIMEMBER AND CCOC Control
GILBERT, ETHAN, DAVIDIMEMBER AND CCOC Control
Watson, Jeffrey, HughesIPARTNERA Control

Registrations

Federal

IA
Jan 31, 2025 REGISTERED

Notice Filings (1)

NY

Address

126 N SALINA ST.
SUITE 404
SYRACUSE, NY 13202
United States
Phone: 315-992-9129