This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-13-2012
- Office Locations
- 1
Office Locations
About Rainier Wealth Management LLC
Rainier Wealth Management, LLC is an independent, full-service wealth management firm in Everett, WA built around a CFP Board six-step financial planning process. The team provides customized planning and portfolio construction, including tax and estate planning, charitable and business-succession guidance, and insurance coordination, with implementation using mutual funds, index strategies, and ETFs. Founded by advisors with 20+ years at Seafirst, Bank of America, and Merrill Lynch.
Team overview
Insights
Custodian
Technology
Owner & Executives
CHAD JASON HEDZIK
Financial Advisor, General Partner, Managing Member
- CRD
- #4189449
- Ownership
- 50% but less than 75%
ROBERT BRUCE MARTIN
Chief Compliance Officer, Consultant, Managing Member
- CRD
- #2465413
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,898,000 | -- |
| Non-Discretionary | $1,560,000 | -- |
| Total | $73,458,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing