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, privately owned registered investment adviser that began SEC registration in 2024. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting services. Rainier identifies as an active ESG investor, suggesting environmental, social, and governance criteria are incorporated into its investment analysis or manager selection.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$170M in ETFs
67%
$114M
15%
$56.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $14.1M | 157,214 | 8.31% |
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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