You're signed outSign in or to get full access.
Rainier Family Wealth Inc.
Rainier Family Wealth, Inc. is a Tacoma, Washington-based registered investment advisory firm founded to serve individuals and families, providing financial planning, portfolio management, and pension consulting services. The firm emphasizes fiduciary responsibility, personalized support, and a disciplined investment approach. There are 3 financial advisors, with a focus on wealth management, investment management, succession planning, estate administration, and comprehensive financial solutions for clients. Rainier Family Wealth leverages decades of experience, led by veteran advisors Jun S. Chea, CFP®, Mike Ruff, CFA®, and Tim H. Rhee, and serves over 292 clients. Its offices are located in the heart of downtown Tacoma.
Investment Strategy
Rainier Family Wealth employs a client-centric, fiduciary approach that emphasizes integrity, discipline, and long-term financial wellness for individuals and families. The firm creates tailored investment strategies, diversified across asset classes and focused on best-in-class products, while providing holistic planning—including financial planning, investment management, business valuation, succession planning, and trust and estate administration. Their investment team draws from deep experience to guide clients toward their unique goals, with disciplined oversight and access to leading products and solutions.
Latest 13F Filing Activity
Rainier Family Wealth Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 71 equity positions with a total 13F market value of $112M. The fund increased holdings in Apple Inc., Nvidia Corporation, SPDR Series Trust among other positions. Rainier Family Wealth Inc. reduced exposure to S&P Global Inc., Chubb Limited, Cme Group Inc. among others.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 10.89% | $12.2M | 155,901 | $69.03 | $78.34 | +$1.2M |
M MSFT | MICROSOFT CORP | 9.44% | $10.6M | 20,439 | $411.34 | $517.95 | +$766.0K |
N NVDA | NVIDIA CORPORATION | 7.63% | $8.6M | 45,846 | $138.61 | $186.58 | +$1.9M |
A AAPL | APPLE INC | 4.52% | $5.1M | 19,921 | $250.83 | $254.63 | +$1.9M |
S SPYG | SPDR SERIES TRUST | 4.38% | $4.9M | 47,014 | $90.76 | $104.51 | +$706.6K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more