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Rainier Family Wealth, Inc.

● SEC registered since 2024CRD 332062SEC# 801-130876Tacoma, WA
Export (members)
Reg. AUM
$237.7M
Employees
4
Accounts
292
Location
Tacoma, WA

Rainier Family Wealth, Inc. assets under management

Rainier Family Wealth, Inc. operates as an SEC-registered investment adviser based in Tacoma, WA. The firm has been registered since 2024. It reports $237.7 million in regulatory assets under management and employs 4 people.

Rainier Family Wealth, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jun Stephen Chea ControlPresident And Chief Compliance OfficerOver 75%2024
Michael Robert RuffCo-Owner10-25%2025

Frequently asked questions

How much does Rainier Family Wealth, Inc. manage?

Rainier Family Wealth, Inc. reports $237.7 million in regulatory assets under management on its Form ADV.

How many employees does Rainier Family Wealth, Inc. have?

Rainier Family Wealth, Inc. reports 4 employees.

Where is Rainier Family Wealth, Inc. located?

Rainier Family Wealth, Inc. is based in Tacoma, WA and has been SEC-registered since 2024.

Does Rainier Family Wealth, Inc. disclose fund performance?

Rainier Family Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1102 Broadway Suite 312, Tacoma, WA 98402
Phone253-448-2107
Fax253-447-0098
Office hoursBy Appt. Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$233.4M
Non-discretionary$4.2M
Total (RAUM)$237.7M