1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2RINALDI WEALTH MANAGEMENT, INC.

Map pinBONITA SPRINGS, FL
Phone239-444-6111
NotebookSEC #801-122703
Total AUM
$243.2M
Employees
3
Clients
363

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24311 WALDEN CENTER DRIVE
SUITE 100
BONITA SPRINGS
FL 34134
United States
Operating Hours
9-4:30
Monday - Friday
Phone
239-444-6111

ReceiptFinancials

Total AUM
$243.2M
Accounts
841
Discretionary
$243.2M
Accounts
841
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
232
AUM
$72.1M
HNW Individual Clients
131
AUM
$171.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account