Wealth Manager
    SEC Registered
    Manages Private Funds

    The Rice Partnership, LLC

    Registered investment advisor · Honolulu, Hawaii · CRD #135701

    Assets Under Management
    $985M
    Client Accounts
    1,240
    Employees
    11
    CRD Number
    135701
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About The Rice Partnership, LLC

    The Rice Partnership, LLC is a wealth management firm based in Honolulu, Hawaii, managing over $600 million in assets, offering investment advisory, financial planning, and estate planning services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for The Rice Partnership, LLC

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    Frequently Asked Questions

    What is The Rice Partnership, LLC's AUM?

    The Rice Partnership, LLC reports approximately $985M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Rice Partnership, LLC headquartered?

    The Rice Partnership, LLC is headquartered in Honolulu, Hawaii.

    What is The Rice Partnership, LLC's CRD number?

    The Rice Partnership, LLC's CRD number is 135701. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does The Rice Partnership, LLC manage?

    The Rice Partnership, LLC manages approximately 1,240 client accounts according to its latest SEC filing.

    Is The Rice Partnership, LLC SEC registered?

    Yes, The Rice Partnership, LLC is registered with the SEC as an investment adviser with an approved registration status.

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