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Rainey Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Rainey Wealth Management LLC provides investment management, financial planning, and portfolio review services to individuals, high-net-worth clients, and sophisticated self-directed investors. The firm offers ongoing discretionary and non-discretionary portfolio management as well as standalone services such as portfolio second opinions and one‑time portfolio checkups, and it coordinates with independent third‑party professionals when clients request it.
The firm applies a mix of fundamental, technical, cyclical, and charting analysis within a framework informed by modern portfolio theory, and it constructs portfolios using both active and passive vehicles tailored to each client’s risk tolerance and objectives. Rainey operates as a fee-only adviser and, notably for a firm in an institutional-oriented category, makes hourly and fixed-fee consulting and planning engagements available in addition to asset-based management.
Distinctive features include its emphasis on standalone, independent reviews (with periodic follow-ups) designed to complement existing adviser relationships or self-directed strategies rather than sponsoring wrap programs or pooled products. The firm does not custody client assets, does not charge performance-based fees, and recommends use of an institutional custody platform while implementing trades on an individual-account basis rather than through block trading.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Fee options
$2,500 annual fixed fee for Portfolio Second Opinion service; $1,000 fixed fee for One Time Portfolio Checkup
$0 - $250,000: 1.00% $250,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
$250 per hour for financial planning services, negotiable
Fee-only: Investment management fees are negotiable and based on a tiered AUM schedule; financial planning is charged hourly at $250 per hour; fixed fees for Portfolio Second Opinion ($2,500 annually) and One Time Portfolio Checkup ($1,000)
Main office location
Rainey Wealth Management LLC
2225 E Murray Holladay Rd, Suite #111
Salt Lake City UT 84117, United States
Number of offices
1
Most active in
Rainey Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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