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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RIALTO WEALTH MANAGEMENT

RIALTO WEALTH MANAGEMENT, LLC, CRD 319411

SYRACUSE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:43771d1f-ea65-b250-cc31-619215dbec3c

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 4
On other graphs: 0
Observed: Mar 2, 2022 to Mar 27, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $626MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $601M
Private client RAUM: $595MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $78.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,207
Individual clients: 192
High net worth clients: 146
SEC number: 801-123598
CRD: 319411
Filings on the tape: 9
First filed: Mar 2, 2022
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, NY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
EDWARD JOHN BARNO	n/a	SYRACUSE, NY	4	15	3	no
MICHAEL L. ANTONACCI	n/a	SYRACUSE, NY	4	14	2	no
ETHAN DAVID GILBERT	Certified Financial Planner	SYRACUSE, NY	4	15	1	no
RACHEL ALEXA RYAN	n/a	SYRACUSE, NY	3	13	n/a	no
Jeffrey Hughes Watson	n/a	SYRACUSE, NY	3	13	2	no
KEVIN RENZIE SULLIVAN	Certified Financial Planner	SYRACUSE, NY	0	21	4	no
Mariah Galletta	n/a	SYRACUSE, NY	0	11	1	no
JESSE NATHANIEL CRAMER	n/a	SYRACUSE, NY	0	11	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANTONACCI, MICHAEL, L.	Member	C	yes	02/2022	Apr 7, 2022	Mar 14, 2024
BARNO, EDWARD, JOHN	Member	C	yes	02/2022	Apr 7, 2022	Mar 14, 2024
GILBERT, ETHAN, DAVID	MEMBER AND CCO	C	yes	02/2022	Apr 7, 2022	Mar 14, 2024
SHEEHY RYAN, RACHEL, ALEXA	Partner	Na	yes	01/2023	Mar 15, 2023	Mar 14, 2024
Watson, Jeffrey, Hughes	Partner	Na	no	08/2023	Mar 14, 2024	Mar 14, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 27, 2026	$626M	$601M	7	6	n/a	n/a
2024	Jan 31, 2025	$404M	$386M	6	5	n/a	n/a
2023	Mar 14, 2024	$312M	$305M	6	5	n/a	n/a
2022	Mar 15, 2023	$219M	$217M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$626M	$404M	55.1%	$219M	42.0%	7	6	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC	3	May 26, 2022	Apr 25, 2022	SYRACUSE, NY	Team lift out	RIA to new firm	23.1%

Relationships

Registered with (8)

← JESSE NATHANIEL CRAMERAdvisorregistration: current employment
May 30, 2026 to presentfactForm ADV
← Mariah GallettaAdvisorregistration: current employment
Apr 15, 2026 to presentfactForm ADV
← KEVIN RENZIE SULLIVANAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← Jeffrey Hughes WatsonAdvisorregistration: current employment
Aug 25, 2023 to presentfactForm ADV
← RACHEL ALEXA RYANAdvisorregistration: current employment
Apr 21, 2023 to presentfactForm ADV
← ETHAN DAVID GILBERTAdvisorregistration: current employment
Apr 25, 2022 to presentfactForm ADV
← MICHAEL L. ANTONACCIAdvisorregistration: current employment
Apr 18, 2022 to presentfactForm ADV
← EDWARD JOHN BARNOAdvisorregistration: current employment
Apr 7, 2022 to presentfactForm ADV

Owns (1)

← Watson, Jeffrey, HughesOwnerPARTNER, ownership code NA, individual
Mar 14, 2024 to Mar 14, 2024factForm ADV

Controls (4)

← BARNO, EDWARD, JOHNOwnerMEMBER, ownership code C, individual
Apr 7, 2022 to Mar 14, 2024factForm ADV
← GILBERT, ETHAN, DAVIDOwnerMEMBER AND CCO, ownership code C, individual
Apr 7, 2022 to Mar 14, 2024factForm ADV
← SHEEHY RYAN, RACHEL, ALEXAOwnerPARTNER, ownership code NA, individual
Mar 15, 2023 to Mar 14, 2024factForm ADV
← ANTONACCI, MICHAEL, L.OwnerMEMBER, ownership code C, individual
Apr 7, 2022 to Mar 14, 2024factForm ADV

Moved with (1)

← ROCKBRIDGE INVESTMENT MANAGEMENT, LLCRegistered adviser3 advisors, team lift out, same day
May 26, 2022 to Apr 25, 2022factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Rialto Wealth Management reported RAUM $625.9M, up 55% from $403.7M (2025-01-31 to 2026-03-27)
Form ADVobserved 5 days ago
$222M
Occurred
Mar 15, 2023
Control person joined
Alexa Rachel Sheehy Ryan (Partner) appeared on Schedule A of Rialto Wealth Management
Form ADVobserved 5 days ago
Occurred
May 26, 2022
Team lift-out
3 advisors left Rockbridge Investment Management, LLC (Syracuse, NY) for Rialto Wealth Management on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Mar 2, 2022
First Form ADV filing
Rialto Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:43771d1f-ea65-b250-cc31-619215dbec3c
First observed: Mar 2, 2022
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RIALTO WEALTH MANAGEMENT

RIALTO WEALTH MANAGEMENT, LLC, CRD 319411

SYRACUSE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:43771d1f-ea65-b250-cc31-619215dbec3c

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:17 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EDWARD JOHN BARNO

n/a

SYRACUSE, NY

MICHAEL L. ANTONACCI

n/a

SYRACUSE, NY

ETHAN DAVID GILBERT

Certified Financial Planner

SYRACUSE, NY

RACHEL ALEXA RYAN

n/a

SYRACUSE, NY

n/a

Jeffrey Hughes Watson

n/a

SYRACUSE, NY

KEVIN RENZIE SULLIVAN

Certified Financial Planner

SYRACUSE, NY

Mariah Galletta

n/a

SYRACUSE, NY

JESSE NATHANIEL CRAMER

n/a

SYRACUSE, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANTONACCI, MICHAEL, L.

Member

yes

02/2022

Apr 7, 2022

Mar 14, 2024

BARNO, EDWARD, JOHN

Member

yes

02/2022

Apr 7, 2022

Mar 14, 2024

GILBERT, ETHAN, DAVID

MEMBER AND CCO

yes

02/2022

Apr 7, 2022

Mar 14, 2024

SHEEHY RYAN, RACHEL, ALEXA

Partner

yes

01/2023

Mar 15, 2023

Mar 14, 2024

Watson, Jeffrey, Hughes

Partner

08/2023

Mar 14, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$626M

$601M

n/a

2024

Jan 31, 2025

$404M

$386M

n/a

2023

Mar 14, 2024

$312M

$305M

n/a

2022

Mar 15, 2023

$219M

$217M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$626M

$404M

55.1%

$219M

42.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

May 26, 2022

Apr 25, 2022

SYRACUSE, NY

Team lift out

RIA to new firm

23.1%