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| Keyboard |
| Rainier Family Wealth Inc
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|
|---|---|
| CRD # | 332062 |
| SEC # | 801-130876 |
| CIK # | 0002073596 |
| AUM | 331.5 M (2026-06-17) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 253-448-2107 |
| Address | 1102 Broadway Suite 312 Tacoma, WA 98402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.4 | ||
| Microsoft Corp | 7.8 | ||
| Apple Inc | 7.0 | ||
| Alphabet Inc | 5.5 | ||
| Broadcom Inc | 4.8 | ||
| Cameco Corp | 4.3 | ||
| Amazon Com Inc | 3.2 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 12.4 |
| (b) Individuals (high net worth individuals) | 71 | 290.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 6.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 22.4 |
| (n) Other | 0 | 0.0 |
| Total | 446 | 331.5 |
| By Discretionary | ||
| Discretionary | 441 | 327.4 |
| Non-Discretionary | 5 | 4.0 |
| Total | 446 | 331.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.5 | |
| Total | 446 | 331.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002073596] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Central Pine Capital LLC
✚
|
NY | 332.4 M |
|
Solano Wealth Investment Advisors LLC
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|
CA | 331.9 M |
|
Charles Fish Investments Inc
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|
CA | 331.3 M |
|
Cambridge Financial Group Inc
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|
OH | 331.3 M |
|
Insight Folios Inc
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|
NC | 331.3 M |
|
Copley Financial Group Inc
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|
CA | 331.2 M |
|
Bernardi Asset Management LLC
✚
|
IL | 331.0 M |
|
Sandstone Asset Management Inc
✚
|
330.7 M | |
|
Alliance Wealth Strategies LLC
✚
|
VA | 330.7 M |
|
Signature Equity Partners LLC
✚
|
OH | 330.6 M |