The Rice Partnership, Llc
- Regulatory AUM
- $985M
- Discretionary
- $951M
- Clients
- 442
- Avg AUM / client
- $2.2M
- Accounts
- 1,240
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 207 | $101M | 10.2% |
| High net worth individuals | 204 | $768M | 78.0% |
| Pension and profit sharing plans | 5 | $11.3M | 1.15% |
| Charitable organizations | 11 | $70.3M | 7.13% |
| Corporations and other businesses | 15 | $35.1M | 3.56% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The 401(k) Plan For Permanente Medical Groups Southern California Permanente Medical Group | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bonnie Flower Rice | Member/Chief Compliance Officer | Chartered Financial Consultant | Dec 1992 (34y) | 75% or more |
| Orest Victor Saikevych | Chief Investment Officer | Aug 2013 (13y) | 5% – 10% | |
| Ashley Jane Wilken | Senior Wealth Manager, Portfolio Manager | CFP | May 2018 (8y) | 5% – 10% |
| Sarah Elizabeth Kehaunani Bredhoff | Partner | Jul 2020 (6y) | 5% – 10% | |
| Young, Lia, Mae | Operations Manager, Senior Client Service Administrator | Jul 2022 (4y) | 5% – 10% | |
| Cathy Hitomi Tajiri | Registered representative | Apr 2020 (6y) | ||
| Brian Kwon Tokuuke | Registered representative | CFA | Jan 2024 (3y) | |
| Tyler Kenneth Sanchez | Registered representative | May 2024 (2y) | ||
| Steven Schoenfeld | Registered representative | Aug 2024 (2y) | ||
| Jacob Micah Simons | Registered representative | CFP | Oct 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bonnie F. Rice, Ttee Of The Bonnie F. Rice Trust Dated December 17, 1992 | Owner | Dec 2018 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The 401(k) Plan For Permanente Medical Groups | Southern California Permanente Medical Group | 18,579 | $6.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $960M (97% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗