# Rialto Wealth Management

Rialto Wealth Management is a Bank / Wealth / Trust based in Syracuse, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Syracuse, United States
- **Region:** North America
- **Address:** Syracuse, NY, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** rialtowealth.com
- **LinkedIn:** https://www.linkedin.com/company/rialto-wealth-management

## Regulatory record

- **CRD number:** 319411
- **SEC file number:** 801-123598
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319411

## About

Rialto Wealth Management was established as a registered investment advisor in Syracuse, New York. The firm functions as a multi-client wealth manager rather than a single-family office, providing advisory services to individuals, pension plans, trusts, and corporate entities. Its fiduciary posture under the Investment Advisers Act of 1940 requires a legal duty of care and loyalty to each client account. The firm's geographic footprint centers on upstate New York, with its headquarters in Syracuse. The firm's investment approach covers portfolio management and asset allocation across public equities, fixed income, and cash management strategies. Client assets are managed on a discretionary basis, with portfolio construction tailored to individual risk tolerances, tax circumstances, and liquidity needs. The firm does not publicly disclose a dedicated venture capital, private equity, or direct investing program, differentiating it from family offices that actively deploy into illiquid alternatives. Rialto Wealth Management's professional headcount and assets under management remain undisclosed. The absence of public filings such as a consolidated Form ADV Part 2A—or any associated entity recorded under a common control person—limits transparency into the firm's full operational scale. No philanthropic foundation, club membership vehicle, or adjacent real-asset arm has been identified in connection with the firm. Structurally, Rialto functions as a traditional fiduciary wealth manager, not a principal investor. Unlike single-family offices that deploy proprietary capital or multi-family offices aggregating co-investment demand, Rialto's model is built on fee-based advisory relationships. This architecture means the firm's decisions are client-directed rather than proprietary balance-sheet driven—a posture that limits conflict-of-interest risk but also caps upside participation in direct private transactions.

## Questions

### What services does Rialto Wealth Management provide?

Rialto offers investment advisory services, including discretionary portfolio management, asset allocation, and financial planning. The firm works with individual clients, trusts, pension plans, and corporations. Its service model is built on a fee-based fiduciary structure, where it assumes responsibility for constructing and monitoring client portfolios. Specific asset-class exposure depends on each client's risk tolerance and liquidity needs.

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- [RIA Wealth Advisors](https://altss.com/profile/ria-wealth-advisors)
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Last updated: 2026-08-11T02:43:31.692Z

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