$159.7M Total AUM
$159.7M Disc. AUM
-- 3Y CAGR
5 Employees
250 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-15-2015
- Office Locations
- 2
Office Locations
151 N. Kraemer Blvd. Suite 105 Placentia CA
-- Huntington Beach CA
About RAI Wealth Management
R.A.I. Wealth Management is an independent, fee-only RIA providing personalized financial planning and investment management. The team follows the CFP Board’s 7-step planning process and serves clients across life stages with a fiduciary, education-driven approach. Tax planning is supported by a CPA, and custody relationships include Schwab and SEI.
Team overview
56 AVG AGE
$39.9M AVG AUM / ADVISOR
$638.6K AVG AUM / CLIENT
7.6 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JAMES PATRICK RIPLEY
President
- CRD
- #1769858
- Ownership
- 75% or more
Available
Available
Available
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TERRI GRASSI
Investment Advisor Representative
- CRD
- #3069908
Available
Available
Available
KATE GREGORY WALKER
Financial Planner
- CRD
- #2418671
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,654,662 | $284,083 |
| Non-Discretionary | $0 | -- |
| Total | $159,654,662 | $284,083 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Private Funds:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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