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Partner · The Rice Partnership, LLC

Sarah E. Bredhoff

CRD 3150865 · Named on Form ADV at one SEC-registered adviser

At a glance

The Rice Partnership, LLC, an SEC-registered wealth manager based in Honolulu, HI with $985 million in regulatory assets, lists Sarah E. Bredhoff on its Form ADV as Partner.

Firms and roles

AtlasMembers

Sarah’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 the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Bonnie F. RiceMember/chief Compliance Officer, The Rice Partnership, LLC
  • Orest V. SaikevychChief Investment Officer, 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 Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.