RAINIER FAMILY WEALTH, INC.

RIASEC RegisteredEst. 2024
Total AUM
$331M
Discretionary
$327M
99% of AUM
Avg account
$743K
Accounts
446
Employees
5
Advisory reps
3

Firm details

Headquarters
TACOMA, Washington
CRD number
332062
Registered since
August 9, 2024
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI87.62%
  • Corporations / Businesses6.76%
  • Individuals3.73%
  • Pension & Profit Sharing Plans1.9%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Rainier Family Wealth, Inc. is an independent, SEC-registered registered investment adviser that bills itself as a percentage-of-AUM advisor to individuals, families and some institutional clients. The firm’s advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm reports being an active ESG investor and operates under individual ownership rather than as part of a larger capital allocator or related-adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Non-Exchange Traded Equities 27%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 6%, State & Local Bonds 4%57%
  • Exchange Traded Equities57%
  • Non-Exchange Traded Equities27%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%

Owners & executives

3 of 3

  • JUN CHEA

    President and Chief Compliance OfficerCRD 4451715

  • MICHAEL RUFF

    Chief Investment OfficerCRD 3148321

  • TIMOTHY RHEE

    Chief Operating OfficerCRD 6640626

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 57

Active vs passive

$118M in ETFs

Passive

74%

$86.6M

Active

5%

$31.2M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$11.3M148,1419.62%
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Location

Primary office

TACOMA, WA

PIERCE

Location

TACOMA, WA

Headquartered in TACOMA, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
PIERCE
Address
1102 Broadway
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth