Rai Wealth Management
Rai Wealth Management is an SEC-registered mass-market adviser in Placentia, CA with $159.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Rai Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 277137, SEC 801-131970, data through 2026-04-23.
- AUM (assets under management / regulatory AUM)
- $159.7M (2026-04-23)
- Firm type
- Mass-Market Adviser
- Location
- Placentia, CA
- Employees
- 5
- Clients
- 247
- CRD
- 277137
- Ownership
- RIPLEY, JAMES, PATRICK
How much AUM does Rai Wealth Management have?
Rai Wealth Management reported $159.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-23).
Who owns Rai Wealth Management?
Disclosed owners and executives of Rai Wealth Management include RIPLEY, JAMES, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.