# RINALDI WEALTH MANAGEMENT, INC.

RINALDI WEALTH MANAGEMENT, INC. of BONITA SPRINGS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 311583
- Type: SEC-registered investment adviser
- SEC file number: 801-122703
- Location: 24311 WALDEN CENTER DRIVE, SUITE 100, BONITA SPRINGS, FL, 34134
- Phone: 239-444-6111
- Latest filing: 2026-02-22
- Regulatory AUM: $243.2M
- Discretionary AUM: $243.2M
- Clients: 3
- Accounts: 841

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311583/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311583/similar
- Related entities: https://search.stillhousedata.com/firm/311583/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311583

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.