# Rainier Family Wealth, Inc.

> Rainier Family Wealth, Inc. is an SEC-registered investment advisory firm in Tacoma, WA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 332062
- Filed as: RAINIER FAMILY WEALTH, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tacoma, WA
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332062
- AdvisorCensus page: https://advisorcensus.com/firm/rainier-family-wealth-inc-tacoma-wa-332062

## Quick answers

**How is Rainier Family Wealth, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Rainier Family Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management.

**How much does Rainier Family Wealth, Inc. charge?**
Its Form ADV Part 2A brochure dated April 24, 2026 states: Flat fee: up to $500,000 a year (Family Office Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Rainier Family Wealth, Inc. located?**
Rainier Family Wealth, Inc.'s principal office is in Tacoma, WA, according to its Form ADV.

**Is Rainier Family Wealth, Inc. registered with the SEC or a state?**
Rainier Family Wealth, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332062.

**How much does Rainier Family Wealth, Inc. manage?**
Rainier Family Wealth, Inc. reports $331,473,591 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (99% discretionary).

**How have Rainier Family Wealth, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Rainier Family Wealth, Inc.: Regulatory assets under management: $0 in the October 2024 data and $331,473,591 in the October 2026 data. Total employees: 3 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rainier Family Wealth, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (71); individuals (other than high net worth individuals) (34); corporations or other businesses not listed above (6).

**Which custodians does Rainier Family Wealth, Inc. use?**
Rainier Family Wealth, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Rainier Family Wealth, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332062

**What changed in Rainier Family Wealth, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 24, 2026)

- Flat fee: up to $500,000 a year (Family Office Services)

> Hourly fees will not exceed $500, and annual flat fees will not exceed $500,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $331,473,591
- Discretionary: $327,449,178
- Non-discretionary: $4,024,413

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $12,352,002 |
| High net worth individuals | 71 | $290,422,705 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $6,298,444 |
| Corporations or other businesses not listed above | 6 | $22,400,440 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NE, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rainierfamilywealth.com
- LinkedIn @104777359

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 3 | September 5, 2024 |
| October 2025 | $237,668,000 | 4 | April 2, 2025 |
| October 2026 | $331,473,591 | 5 | June 17, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $331,473,591 in the October 2026 data.
Total employees: 3 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Registered or notice-filed in NE.

### March 2026
- Regulatory assets under management went from $237,668,000 to $331,473,591 (+39%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rainier Family Wealth, Inc. (CRD 332062): Form ADV filing data as of October 2026.