RIALTO WEALTH MANAGEMENT

Legal name: RIALTO WEALTH MANAGEMENT, LLC

CRD 319411File 801-123598

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$625.9M

Above cohort median (national)

Discretionary AUM

$600.6M

Non-discretionary $25.3M

Clients

344

1,207 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Apr 1, 2022
Principal office: 126 N SALINA ST., SUITE 330, SYRACUSE, NY, 13202
Phone: 315-992-9129
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $625.9M
Discretionary AUM: $600.6M
Non-discretionary AUM: $25.3M
Discretionary accounts: 1,157
Non-discretionary accounts: 50
Total accounts: 1,207
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$32K
Charitable organizations	Fewer than 5	$3.7M
High net worth individuals	146	$523.9M
Pension and profit sharing plans	6	$27.4M
Individuals (other than high net worth individuals)	192	$71.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.