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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-07-2005
- Office Locations
- 3
Office Locations
About THE Rice Partnership, LLC
The Rice Partnership is an independent wealth management and planning firm with local Hawaii roots and a customized, client-directed approach. The team provides integrated portfolio management, tax and estate planning, retirement and insurance guidance, and charitable planning for individuals, retirees, and business owners. Portfolios are ETF-led and implemented via Schwab, with Tamarac-powered client portal access.
Reported data analysis
What the numbers show
Between August 15, 2025 and April 28, 2026, reported AUM increased 25.4%, from $785.8M to $985.5M.
Across 5 reported observations, AUM increased 79.5% between October 6, 2022 and April 28, 2026, from $549.0M to $985.5M.
Of the latest reported AUM, 96.5% is discretionary and 3.5% is non-discretionary.
The firm reports 10 advisory representatives and 442 clients, or 44.2 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 3 reported office locations and 21 years in operation. The source data was last updated on April 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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The full THE Rice Partnership, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BONNIE FLOWER RICE
Chief Compliance Officer, Owner
- CRD
- #1418208
- Ownership
- 75% or more
SARAH ELIZABETH KEHAUNANI BREDHOFF
PARTNER, Senior Wealth Manager
- CRD
- #3150865
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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Joanie Rivera
Office Manager
- CRD
- --
Tyler Kenneth Sanchez
Financial Solutions Advisor, Paraplanner
- CRD
- #7375879
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $950,718,492 | $768,568 |
| Non-Discretionary | $34,779,806 | $11,593,269 |
| Total | $985,498,298 | $794,757 |
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Separately Managed Accounts
SMA allocation detail is available
THE Rice Partnership, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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THE Rice Partnership, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.