Member/chief Compliance Officer · The Rice Partnership, LLC
Bonnie F. Rice
CRD 1418208 · Named on Form ADV at 2 SEC-registered advisers
At a glance
The Rice Partnership, LLC, an SEC-registered wealth manager based in Honolulu, HI with $985 million in regulatory assets, lists Bonnie F. Rice on its Form ADV as Member/chief Compliance Officer, a control person. The SEC filings also name Bonnie at 1 other registered adviser.
Firms and roles
- The Rice Partnership, LLCMember/chief Compliance OfficerWealth manager · Honolulu, HI · $985M in regulatory assets
- Wealthjar Investment Advisory, LLCCco/ownerWealth manager · Honolulu, HI · $6M in regulatory assets
AtlasMembers
Bonnie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2005 (20 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Bonnie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Orest V. SaikevychChief Investment Officer, The Rice Partnership, LLC
- Sarah E. BredhoffPartner, The Rice Partnership, LLC
- Lia M. YoungOperations Manager, Senior Client Service Administrator, The Rice Partnership, LLC
- Ashley J. WilkenSenior Wealth Manager, Portfolio Manager, The Rice Partnership, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bonnie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.