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THE RICE PARTNERSHIP, LLC

HONOLULU, HI · CRD 135701 · IAPD ↗ · 808-585-7788

$985.5MRegulatory AUM
10Advisory reps
11Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — THE RICE PARTNERSHIP, LLC reported RAUM up 25% ($785.8M -> $985.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — THE RICE PARTNERSHIP, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — THE RICE PARTNERSHIP, LLC reported RAUM up 29% ($609.4M -> $785.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2025 — THE RICE PARTNERSHIP, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2024 — THE RICE PARTNERSHIP, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — THE RICE PARTNERSHIP, LLC crossed $500M in regulatory AUM ($499.2M -> $609.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.