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Partner and Chief Operating Officer, Wealth Advisor · Rainier Family Wealth, Inc.

Timothy H. Rhee

CRD 6640626 · Named on Form ADV at one SEC-registered adviser

At a glance

Rainier Family Wealth, Inc., an SEC-registered wealth manager based in Tacoma, WA with $331 million in regulatory assets, lists Timothy H. Rhee on its Form ADV as Partner and Chief Operating Officer, Wealth Advisor, a control person.

Firms and roles

  • Rainier Family Wealth, Inc.Partner and Chief Operating Officer, Wealth AdvisorWealth manager · Tacoma, WA · $331M in regulatory assets

AtlasMembers

Timothy’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
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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

  • Jun S. CheaPartner and Chief Compliance Officer, Wealth Advisor, Rainier Family Wealth, Inc.
  • Michael R. RuffPartner and Chief Investment Officer, Wealth Advisor, Rainier Family Wealth, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.