Rialto Wealth Management, LLC
Rialto Wealth Management, LLC is a fee-only, SEC-registered investment adviser headquartered in Syracuse, New York. Founded by financial professionals including Michael L. Antonacci, Edward J. Barno, and Ethan D., the firm specializes in comprehensive wealth management services for individuals, families, and business owners. Rialto has approximately six employees as of 2025, focusing on personalized financial planning, investment management, tax strategy, and estate planning for predominantly high net worth clients and their families.
Investment Strategy
Rialto Wealth Management employs a customized, goals-based investment approach rooted in fiduciary principles. The firm provides fee-only advisory services, designing portfolios tailored to maximize the likelihood of clients achieving their financial goals while managing risk. Strategies include retirement planning, tax optimization, estate planning, and compensation analysis, with particular attention to maintaining high advisor-to-client ratios for personal service. They primarily serve high net worth individuals, ensuring trust, integrity, and accountability through comprehensive financial guidance.
Top Holdings
Equity Positions (1,685)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR SERIES TRUST | 7.62% | $27.3M | 364,072 | $71.08 | $74.89 | +$4.9M |
V VOO | VANGUARD INDEX FDS | 6.16% | $22.1M | 38,823 | $538.81 | $568.03 | +$2.0M |
I IEFA | ISHARES TR | 4.82% | $17.3M | 206,743 | $72.22 | $83.48 | +$3.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.41% | $15.8M | 277,000 | $47.98 | $57.01 | +$2.0M |
V VCSH | VANGUARD SCOTTSDALE FDS | 3.93% | $14.1M | 176,769 | $78.25 | $79.50 | +$1.9M |