AUMdb

Kunath Karren Rinne & Atkin Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 104531 · SEC file 801-18935 · Seattle, WA · WWW.KKRA.COM
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$373M
Discretionary
$373M
Clients
66
Avg AUM / client
$5.7M
Accounts
66
Employees
4

AUM over time

$317M $3.3B
Mar 30, 2012 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 22 $16.4M 4.39%
High net worth individuals 39 $239M 64.0%
Charitable organizations 1 $5.4M 1.44%
Corporations and other businesses 4 $112M 30.1%

People (5)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Bruce Edward Rinne Secretary/Treasurer May 1983 (43y) 50% – 75%
Jeffrey Atkin President Mar 1988 (38y) 50% – 75%
Alvarado Smith, Leana, Ofelia Director Of Compliance & Operations Aug 2014 (12y) Less than 5%
Gerhart, Kara, Emma Director Of Client Relations Aug 2014 (12y) Less than 5%
Stephen Michael Kunath Registered representative Jan 1985 (42y)

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 912 KB 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

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗