Timothy Hoon Rhee
Investment adviser representative at Rainier Family Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$331.5MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Rainier Family Wealth, Inc.Mar 2025 to now
- Cetera Investment Advisers LLCOct 2024 to Mar 2025
- Cetera Investment Services LLCAug 2024 to Mar 2025
- East West BankJul 2024 to Mar 2025
- Keybank National AssociationNov 2016 to Jul 2024
- Bank of America, N.A.Apr 2016 to Nov 2016
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Rainier Family Wealth, Inc.
$331.5MAssets managed
113Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6640626
- Firm CRD
- 332062