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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$243MItem 5.F on the latest filing (2026-02-22); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$243M

Private client RAUM

$243MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$81.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

841

Individual clients

232

High net worth clients

131

SEC number

801-122703

CRD

311583

Filings on the tape

16

First filed

Oct 15, 2021

Latest filed

Feb 22, 2026

Organised

Corporation, FL

• Occurred

  Oct 17, 2023
  Advisor changed firm

  Jesus Manuel Delgado left Rinaldi Wealth Management, Inc. for Delgado Private Wealth Management Llc (registered 2023-11-05)

  Form ADVobserved 6 days ago
• Occurred

  Oct 15, 2021
  First Form ADV filing

  Rinaldi Wealth Management, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:97187b3b-ca22-785d-0a24-b9e2497d9019

First observed

Oct 15, 2021

Last observed

Feb 22, 2026 7 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.