RAINEY WEALTH MANAGEMENT LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
339511
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rainey Wealth Management LLC is an LLC operating as an independent advisory practice under individual ownership. The firm focuses on financial planning and discretionary portfolio management for individuals and small-business clients. Its documented fee arrangements include asset-based fees (percentage of AUM) and engagements billed on hourly or fixed-fee bases, allowing a mix of ongoing investment management and project-based planning work. Regulatory and structural details in the record are limited: the firm is not identified as a multi-state adviser, is not flagged as an active ESG investor, and is not listed as a capital allocator, pension consultant, or related adviser to another manager. The snapshot does not provide a registration year with the SEC.

Assets & Accounts

Location & Offices

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

Owners & executives

1 of 1
  • TYLER RAINEY

    Founder, Owner & CEOCRD 2287819

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
2225 E Murray Holladay Rd
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth