Rainsberger Wealth Advisors Inc

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Assets, Funds, Holdings

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Rainsberger Wealth Advisors Inc
CRD #108325
SEC #801-38096
CIK #0001912314
AUM $355.7 MM (2024-03-13)
Employees 8 (50% Investors, 0% Brokers)
Phone719-328-1944
Address980 Pico Point
Colorado Springs, CO 80905
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4003202401608002000200820162025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 190 41.6
(b) Individuals (high net worth individuals) 92 312.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 1.6
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 980 355.7
By Discretionary
Discretionary 923 333.0
Non-Discretionary 57 22.7
Total 980 355.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 355.7
Total 980 355.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001912314]
Comparable Firms State AUM ($BB)
Granite Bay Wealth Management LLC
NH 0.4
Wood Tarver Financial Group LLC
ID 0.4
True North Retirement Advisors LLC
OR 0.4
Paradigm Wealth Advisory LLC
NJ 0.4
TrueWealth Advisors LLC
AL 0.4
Prime Quadrant US LLC
0.4
Union Square Investment Co
CA 0.4
Investors Asset Management of Georgia Inc
GA 0.4
SOWA Financial Group Inc
RI 0.4
Money Management Services Inc
AL 0.4
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