Rainier Family Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$302,774,707
Clients
105
Advisors
3
of 5 employees
About
Rainier Family Wealth, Inc. is a fee‑only registered investment adviser that serves individual and high‑net‑worth clients, as well as charitable and corporate clients. Founded in 2023 and operating with a three‑advisor team managing roughly $331 million in client assets, the firm provides wealth management, comprehensive financial planning, retirement plan consulting, and tailored family office services.
The firm’s investment approach is goal‑based and centered on asset allocation informed by modern portfolio theory, combining passive and active strategies and employing fundamental, technical, and charting analyses as appropriate. Financial planning is integrated into ongoing account supervision, with tax‑analysis tools used in the planning process and the option to monitor and advise on held‑away accounts in addition to custodied assets.
Noteworthy aspects include a formal family office offering that can be billed on a flat, hourly, or assets‑under‑management basis and may include customized services such as tax planning, charitable planning, and coordination of private travel. Rainier requires clients to custody assets on its chosen institutional platform, discloses use of standing letters of authorization (SLOAs) for transfers, and may charge a separate advisory fee for ongoing advice on held‑away accounts—features clients should review when considering engagement.
Client services
Expertise
Occupation focus
Fee options
Annual flat fees up to $500,000 for Family Office Services.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
Hourly fees up to $500/hour for Family Office Services.
Account minimum: $500,000 Fee-only: Fee-only compensation from clients; no commissions or sales-based fees.
Main office
1102 Broadway Suite 312
Tacoma WA 98402
Advisors at this office
3
Most active in
Florida · Nebraska · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jun C
CFP®, Series 66
Tacoma, WA
Rainier Family Wealth, Inc.
Jun Chea is a CFP® and Series 66-registered financial advisor with three years of industry experience. He has worked at Rainier Family Wealth, Inc. since 2024 and previously held roles at Financial Insights, Inc. and Key Bank NA, where he spent 29 years. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individuals, high-net-worth households, charitable organizations, and businesses. The firm offers portfolio management and comprehensive financial planning, using a combination of passive and active strategies grounded in Modern Portfolio Theory.
Michael R
CFA®, Series 66
Tacoma, WA
Rainier Family Wealth, Inc.
Michael Ruff is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has worked at Rainier Family Wealth, Inc. since 2024 and previously held roles at Financial Insights, Inc. and Key Bank. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individual, high-net-worth, charitable, and corporate clients. The firm employs a goal-based investment approach centered on asset allocation using both passive and active strategies, integrating financial planning and tax analysis into ongoing account supervision.
Timothy R
Series 66
Tacoma, WA
Rainier Family Wealth, Inc.
Timothy Rhee is a financial advisor at Rainier Family Wealth, Inc. He holds a Series 66 designation and has two years of industry experience. His prior work includes positions at Cetera, East West Bank, KeyBank National Association, Bank of America, and Merrill. Rainier Family Wealth, Inc. serves individual, high-net-worth, charitable, and corporate clients with wealth management, financial planning, retirement plan consulting, and family office services. The firm employs a goal-based investment approach combining passive and active strategies alongside integrated financial planning and tax analysis.
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