Overview
Assets Under Management: $238 million
Headquarters: TACOMA, WA
High-Net-Worth Clients: 56
Average Client Assets: $4 million
Frequently Asked Questions
RAINIER FAMILY WEALTH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332062), RAINIER FAMILY WEALTH, INC. is subject to fiduciary duty under federal law.
RAINIER FAMILY WEALTH, INC. is headquartered in TACOMA, WA.
RAINIER FAMILY WEALTH, INC. serves 56 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, RAINIER FAMILY WEALTH, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
RAINIER FAMILY WEALTH, INC. manages $238 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, RAINIER FAMILY WEALTH, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.78
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 292
Discretionary Accounts: 286
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 332062
Last Filing Date: 2025-02-20 00:00:00
Website: https://rainierfw.com