CRD: 332062
Rainier Family Wealth, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-09-2024
- Office Locations
- 1
Office Locations
About Rainier Family Wealth, Inc.
Rainier Family Wealth is a Washington-registered RIA providing personalized wealth management for families, pairing comprehensive financial planning with ongoing oversight. Services include investment management and strategic asset allocation, retirement income planning, risk mitigation and coverage-gap review, and estate-planning coordination with clients’ other professionals. Investment lens considers economics plus global equity and credit markets.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUN STEPHEN CHEA
Chief Compliance Officer, PARTNER, WEALTH ADVISOR
- CRD
- #4451715
- Ownership
- 75% or more
MICHAEL ROBERT RUFF
Chief Investment Officer, PARTNER, WEALTH ADVISOR
- CRD
- #3148321
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $327,449,178 | $742,515 |
| Non-Discretionary | $4,024,413 | $804,883 |
| Total | $331,473,591 | $743,214 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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