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RINALDI WEALTH MANAGEMENT, INC.

BONITA SPRINGS, FL · CRD 311583 · IAPD ↗ · 239-444-6111

$243.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — RINALDI WEALTH MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.