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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE RICE PARTNERSHIP, LLC

CRD 135701

HONOLULU, HI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e5e26eb-d20f-f740-0c8f-cf1900abae9f

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 4
On other graphs: 0
Observed: Mar 20, 2012 to Apr 28, 2026
53 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $985MItem 5.F on the latest filing (2026-04-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $951M
Private client RAUM: $869MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $109Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 10
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,240
Individual clients: 207
High net worth clients: 204
Custody, client assets: $99.5M
SEC number: 801-64438
CRD: 135701
Filings on the tape: 53
First filed: Mar 20, 2012
Latest filed: Apr 28, 2026
Organised: Limited Liability Company, HI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BONNIE FLOWER RICE	Chartered Financial Consultant	HONOLULU, HI	15	26	1	no
OREST VICTOR SAIKEVYCH	n/a	HONOLULU, HI	12	24	1	no
Ashley Jane Wilken	Certified Financial Planner	San Luis Obispo, CA \| HONOLULU, HI	8	14	n/a	no
CATHY HITOMI TAJIRI	n/a	HONOLULU, HI	6	26	1	no
Brian Kwon Tokuuke	Chartered Financial Analyst	HONOLULU, HI	2	12	n/a	no
Tyler Kenneth Sanchez	n/a	SAN LUIS OBISPO, CA \| HONOLULU, HI	2	23	2	no
STEVEN SCHOENFELD	n/a	HONOLULU, HI \| SAN LUIS OBISPO, CA	2	36	5	no
Jacob Micah Simons	Certified Financial Planner	KAHULUI, MAUI, HI \| HONOLULU, HI	1	14	n/a	no
SARAH ELIZABETH KEHAUNANI BREDHOFF	n/a	KAHULUI, MAUI, HI \| HONOLULU, HI \| Kahului, Maui, HI	1	27	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BONNIE F. RICE, TTEE OF THE BONNIE F. RICE TRUST DATED DECEMBER 17, 1992	Owner	E	yes	12/2018	May 7, 2021	May 1, 2024
RICE, BONNIE, FLOWER	Trustee	F	yes	12/1992	Mar 20, 2012	May 1, 2024
RICE, BONNIE, FLOWER	MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	02/2008	Mar 20, 2012	May 1, 2024
SAIKEVYCH, OREST, VICTOR	CHIEF INVESTMENT OFFICER	A	yes	08/2013	Aug 15, 2013	May 1, 2024
BREDHOFF, SARAH, ELIZABETH KEHAUNANI	Partner	A	no	07/2020	Aug 4, 2021	May 1, 2024
Wilken, Ashley, Jane	SENIOR WEALTH MANAGER, PORTFOLIO MANAGER	A	no	01/2024	Mar 28, 2024	May 1, 2024
Young, Lia, Mae	OPERATIONS MANAGER, SENIOR CLIENT SERVICE ADMINISTRATOR	A	no	07/2022	Jul 14, 2022	May 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WEALTHJAR INVESTMENT ADVISORY, LLC	n/a	Independent wealth	$6.4M	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PASO ROBLES	CA	United States	1	no
SAN LUIS OBISPO	CA	United States	1	no
KAHULUI, MAUI	Hi	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 2026	$985M	$951M	11	10	3	n/a	n/a
2024	Mar 27, 2025	$786M	$753M	11	9	3	n/a	n/a
2023	Mar 28, 2024	$609M	$573M	9	6	3	n/a	n/a
2022	Mar 29, 2023	$499M	$464M	7	6	3	n/a	n/a
2021	Mar 30, 2022	$549M	$507M	7	6	3	n/a	n/a
2020	Mar 29, 2021	$433M	$398M	6	5	2	n/a	n/a
2019	Mar 26, 2020	$335M	$306M	6	5	2	n/a	n/a
2018	Mar 28, 2019	$306M	$282M	6	6	3	n/a	n/a
2017	Mar 29, 2018	$262M	$239M	7	5	2	n/a	n/a
2016	Mar 30, 2017	$197M	$178M	7	5	n/a	n/a	n/a
2015	Mar 24, 2016	$180M	$162M	4	3	n/a	n/a	n/a
2014	Mar 27, 2015	$161M	$161M	4	3	n/a	n/a	n/a
2013	Jan 24, 2014	$141M	$141M	2	2	n/a	n/a	n/a
2012	Mar 27, 2013	$317M	$210M	3	3	n/a	n/a	n/a
2011	Mar 20, 2012	$312M	$210M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$985M	$786M	25.4%	$499M	25.4%	11	11	3	3

Relationships

Affiliated with (2)

→ WEALTHJAR INVESTMENT ADVISORY, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← WEALTHJAR INVESTMENT ADVISORY, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (9)

← SARAH ELIZABETH KEHAUNANI BREDHOFFAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Jacob Micah SimonsAdvisorregistration: current employment
Oct 30, 2024 to presentfactForm ADV
← STEVEN SCHOENFELDAdvisorregistration: current employment
Aug 22, 2024 to presentfactForm ADV
← Tyler Kenneth SanchezAdvisorregistration: current employment
May 15, 2024 to presentfactForm ADV
← Brian Kwon TokuukeAdvisorregistration: current employment
Jan 9, 2024 to presentfactForm ADV
← CATHY HITOMI TAJIRIAdvisorregistration: current employment
Apr 17, 2020 to presentfactForm ADV
← Ashley Jane WilkenAdvisorregistration: current employment
May 11, 2018 to presentfactForm ADV
← OREST VICTOR SAIKEVYCHAdvisorregistration: current employment
Oct 29, 2013 to presentfactForm ADV
← BONNIE FLOWER RICEAdvisorregistration: previous registration
Dec 2, 2005 to Dec 31, 2010factForm ADV

Controls (3)

← RICE, BONNIE, FLOWEROwnerTRUSTEE, ownership code F, individual
Mar 20, 2012 to May 1, 2024factForm ADV
← SAIKEVYCH, OREST, VICTOROwnerCHIEF INVESTMENT OFFICER, ownership code A, individual
Aug 15, 2013 to May 1, 2024factForm ADV
← BONNIE F. RICE, TTEE OF THE BONNIE F. RICE TRUST DATED DECEMBER 17, 1992OwnerOWNER, ownership code E, domestic entity
May 7, 2021 to May 1, 2024factForm ADV

Owns (3)

← BREDHOFF, SARAH, ELIZABETH KEHAUNANIOwnerPARTNER, ownership code A, individual
Aug 4, 2021 to May 1, 2024factForm ADV
← Wilken, Ashley, JaneOwnerSENIOR WEALTH MANAGER, PORTFOLIO MANAGER, ownership code A, individual
Mar 28, 2024 to May 1, 2024factForm ADV
← Young, Lia, MaeOwnerOPERATIONS MANAGER, SENIOR CLIENT SERVICE ADMINISTRATOR, ownership code A, individual
Jul 14, 2022 to May 1, 2024factForm ADV

Dated events

Occurred
Mar 25, 2026
Regulatory AUM changed
The Rice Partnership, Llc reported RAUM $985.5M, up 25% from $785.8M (2025-08-15 to 2026-03-25)
Form ADVobserved 4 days ago
$200M
Occurred
Mar 27, 2025
Regulatory AUM changed
The Rice Partnership, Llc reported RAUM $785.8M, up 29% from $609.4M (2024-05-01 to 2025-03-27)
Form ADVobserved 4 days ago
$176M
Occurred
Mar 30, 2022
Regulatory AUM changed
The Rice Partnership, Llc reported RAUM $549.0M, up 27% from $433.5M (2021-09-28 to 2022-03-30)
Form ADVobserved 4 days ago
$116M
Occurred
Aug 4, 2021
Control person joined
Elizabeth Kehaunani Sarah Bredhoff (Partner) appeared on Schedule A of The Rice Partnership, Llc
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e5e26eb-d20f-f740-0c8f-cf1900abae9f
First observed: Mar 20, 2012
Last observed: Apr 28, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE RICE PARTNERSHIP, LLC

CRD 135701

HONOLULU, HI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e5e26eb-d20f-f740-0c8f-cf1900abae9f

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BONNIE FLOWER RICE

Chartered Financial Consultant

HONOLULU, HI

OREST VICTOR SAIKEVYCH

n/a

HONOLULU, HI

Ashley Jane Wilken

Certified Financial Planner

San Luis Obispo, CA | HONOLULU, HI

n/a

CATHY HITOMI TAJIRI

n/a

HONOLULU, HI

Brian Kwon Tokuuke

Chartered Financial Analyst

HONOLULU, HI

n/a

Tyler Kenneth Sanchez

n/a

SAN LUIS OBISPO, CA | HONOLULU, HI

STEVEN SCHOENFELD

n/a

HONOLULU, HI | SAN LUIS OBISPO, CA

Jacob Micah Simons

Certified Financial Planner

KAHULUI, MAUI, HI | HONOLULU, HI

n/a

SARAH ELIZABETH KEHAUNANI BREDHOFF

n/a

KAHULUI, MAUI, HI | HONOLULU, HI | Kahului, Maui, HI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BONNIE F. RICE, TTEE OF THE BONNIE F. RICE TRUST DATED DECEMBER 17, 1992

Owner

yes

12/2018

May 7, 2021

May 1, 2024

RICE, BONNIE, FLOWER

Trustee

yes

12/1992

Mar 20, 2012

May 1, 2024

RICE, BONNIE, FLOWER

MEMBER/CHIEF COMPLIANCE OFFICER

yes

02/2008

Mar 20, 2012

May 1, 2024

SAIKEVYCH, OREST, VICTOR

CHIEF INVESTMENT OFFICER

yes

08/2013

Aug 15, 2013

May 1, 2024

BREDHOFF, SARAH, ELIZABETH KEHAUNANI

Partner

07/2020

Aug 4, 2021

May 1, 2024

Wilken, Ashley, Jane

SENIOR WEALTH MANAGER, PORTFOLIO MANAGER

01/2024

Mar 28, 2024

May 1, 2024

Young, Lia, Mae

OPERATIONS MANAGER, SENIOR CLIENT SERVICE ADMINISTRATOR

07/2022

Jul 14, 2022

May 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WEALTHJAR INVESTMENT ADVISORY, LLC

n/a

Independent wealth

$6.4M

yes

n/a

City

State

Country

Employees

Also broker-dealer

PASO ROBLES

United States

SAN LUIS OBISPO

United States

KAHULUI, MAUI

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$985M

$951M

n/a

2024

Mar 27, 2025

$786M

$753M

n/a

2023

Mar 28, 2024

$609M

$573M

n/a

2022

Mar 29, 2023

$499M

$464M

n/a

2021

Mar 30, 2022

$549M

$507M

n/a

2020

Mar 29, 2021

$433M

$398M

n/a

2019

Mar 26, 2020

$335M

$306M

n/a

2018

Mar 28, 2019

$306M

$282M

n/a

2017

Mar 29, 2018

$262M

$239M

n/a

2016

Mar 30, 2017

$197M

$178M

n/a

2015

Mar 24, 2016

$180M

$162M

n/a

2014

Mar 27, 2015

$161M

n/a

2013

Jan 24, 2014

$141M

n/a

2012

Mar 27, 2013

$317M

$210M

n/a

2011

Mar 20, 2012

$312M

$210M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$985M

$786M

25.4%

$499M

25.4%