Rainier Wealth Management LLC

Overview

Rainier Wealth Management LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and manages portfolios primarily on a discretionary basis. Their client base is concentrated in individual and family households, and the firm does not position itself as an ESG-focused or pension consultant adviser. Investment activity shows a clear bias toward pooled public investment vehicles; public funds and mutual funds represent the bulk of managed assets. Rainier does maintain a small non-discretionary sleeve and uses third-party managers for certain alternative exposure, with real estate identified as the primary alternative allocation. The firm’s structure and custodian relationships suggest it uses off-the-shelf mutual fund and model portfolio solutions rather than large-scale direct-capital allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices