Rainier Family Wealth Inc

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Assets, Funds, Holdings

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Rainier Family Wealth Inc
CRD #332062
SEC #801-130876
CIK #0002073596
AUM $237.7 M (2025-04-02)
Employees 4 (75% Investors, 0% Brokers)
Phone253-448-2107
Address1102 Broadway Suite 312
Tacoma, WA 98402
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002011201620212026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 9.8
Nvidia Corp 6.7
Broadcom Inc 3.2
Apple Inc 3.2
Cameco Corp 2.6
Alphabet Inc 2.2
Amazon Com Inc 1.9
Global MOFY Metaverse Ltd 1.8
J P Morgan Chase & Co 1.7
Ingersoll-Rand PLC 1.4
View All
Holdings by Sector ($M)
1108866442202024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 24 5.3
(b) Individuals (high net worth individuals) 56 232.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 292 237.7
By Discretionary
Discretionary 286 233.4
Non-Discretionary 6 4.2
Total 292 237.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 237.7
Total 292 237.7
EDGAR Form CIK 2011 - 2025
13F-HR [0002073596]
Comparable Firms State AUM ($B)
MHS Advisory Services LLC
MN 0.2
Ballast Rock Private Wealth LLC
SC 0.2
Valley Financial Group Inc
PA 0.2
Monterey Wealth Partners LLC
GA 0.2
Redmont Wealth Advisors LLC
IL 0.2
Varra Wealth Management LLC
CO 0.2
Aurora Investment Counsel
GA 0.2
Wisniewski Wealth Management LLC
TX 0.2
FSR Wealth Management Ltd
IL 0.2
Beacon Wealth Consultants Inc
VA 0.2
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