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RAINIER FAMILY WEALTH, INC.
CRD 332062 · SEC 801-130876
1102 BROADWAY SUITE 312, TACOMA, WA, 98402, United States
Phone
253-448-2107
Fax
253-447-0098
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$331.5M
Discretionary AUM
$327.4M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $12.4M |
| High net worth individuals | 71 | $290.4M |
| Pension/profit sharing plans | 2 | $6.3M |
| Corporations/business entities | 6 | $22.4M |
States served
NE, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD