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Rainier Family Wealth, Inc.

● SEC registered since 2024CRD 332062SEC# 801-130876Tacoma, WA
Export (members)
Reg. AUM
$331.5M
Employees
5
Accounts
446
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 $331.5 million in regulatory assets under management and employs 5 people.

Rainier Family Wealth, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Jun Stephen Chea ControlPartner And Chief Compliance Officer, Wealth AdvisorOver 75%2024
Michael Robert RuffPartner And Chief Investment Officer, Wealth Advisor10-25%2025
Timothy Hoon Rhee ControlPartner And Chief Operating Officer, Wealth AdvisorUnder 5%2026

Frequently asked questions

How much does Rainier Family Wealth, Inc. manage?

Rainier Family Wealth, Inc. reports $331.5 million in regulatory assets under management on its Form ADV.

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

Rainier Family Wealth, Inc. reports 5 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

Regulatory AUM

$331.5M▲ 39%
Feb '25 — $237.7MMar '25 — $237.7MApr '25 — $237.7MMay '25 — $237.7MJun '25 — $237.7MJul '25 — $237.7MAug '25 — $237.7MSep '25 — $237.7MOct '25 — $237.7MNov '25 — $237.7MDec '25 — $237.7MJan '26 — $237.7MFeb '26 — $331.5MMar '26 — $331.5MApr '26 — $331.5MMay '26 — $331.5MJun '26 — $331.5M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$331.5Mregulatory AUM
Discretionary $327.4MNon-discretionary $4M