Rainier Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 162125
- Website
- www.rainierwm.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.95%
- Individuals19.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rainier Wealth Management LLC is an independent, Washington‑based advisory firm organized as an LLC and owned by an individual principal. The firm focuses on financial planning and portfolio management for individuals, families and small-business owners. Its client work is delivered under a mix of fee arrangements — percentage of assets under management, hourly charges and fixed fees — and the practice emphasizes discretionary portfolio management for most client relationships. Rainier does not position itself as an ESG specialist, pension consultant or a capital allocator; it operates as a single‑state adviser providing traditional wealth management and planning services rather than multi‑state or institutional fiduciary solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds85%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Robert Martin
President and Chief Compliance OfficerCRD 2465413
Contacts
1 of 1Chad Hedzik
Wealth AdvisorCRD 4189449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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