Rainier Family Wealth, Inc.
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
FINTRXOverview
Rainier Family Wealth, Inc. is an independent registered investment adviser formed as a corporation and registered with the SEC in 2024. The firm serves individual and family clients as well as some institutional relationships, charging fees as a percentage of assets under management. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting. Rainier identifies as an active ESG investor and shows a clear orientation toward equity exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$145M in ETFs
74%
$106M
6%
$38.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $13.6M | 155,238 | 9.44% |
Location
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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