RINALDI WEALTH MANAGEMENT, INC. of BONITA SPRINGS, FL is an SEC-registered investment adviser (CRD 311583). Regulatory assets under management: $243.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Dustin Carl Rinaldi | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE/SHAREHOLDER | — |
| RINALDI DUSTIN CARL | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | — |