Rainier Wealth Management LLC

RIAState Registered
Total AUM
$73.5M
Discretionary
$71.9M
98% of AUM
Avg account
$383K
Accounts
192
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
162125
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 8%, Cash & Cash Equivalents 5%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Robert Martin

    Robert Martin

    President and Chief Compliance OfficerCRD 2465413

Contacts

1 of 1
  • Chad Hedzik

    Wealth AdvisorCRD 4189449

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth