Rainier Family Wealth, Inc.

RIASEC RegisteredEst. 2024
Total AUM
$331M
Discretionary
$327M
99% of AUM
Avg account
$743K
Accounts
446
Employees
5
Advisory reps
3

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

FINTRX

Overview

Rainier Family Wealth, Inc. is an independent registered investment adviser organized as a corporation. The firm bills clients on a percentage-of-assets basis and serves individuals, families and some institutional clients. Its stated advisory activities include financial planning and portfolio management for individuals and small businesses; the firm also lists pension consulting among its services, though regulatory filings indicate it is not registered as a pension consultant. Rainier reports it is an active ESG investor and is not structured as a capital allocator. The firm appears to run a predominantly advisory practice rather than serving as a fund sponsor or manager of pooled vehicles. Its custodial footprint and holdings (see below) point toward a client-service model built around managed portfolios that favor exchange-traded exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 57%, Non-Exchange Traded Equities 27%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 6%, State & Local Bonds 4%57%
  • Exchange Traded Equities57%
  • Non-Exchange Traded Equities27%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%

Owners & executives

3 of 3
  • Jun Chea

    Jun Chea

    President and Chief Compliance OfficerCRD 4451715

  • Michael Ruff

    Michael Ruff

    Chief Investment OfficerCRD 3148321

  • Timothy Rhee

    Timothy Rhee

    Chief Operating OfficerCRD 6640626

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 57

Active vs passive

$118M in ETFs

Passive

74%

$86.6M

Active

5%

$31.2M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$11.3M148,1419.62%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth