Sarah Bredhoff has been Partner of The Rice Partnership since July 2020, is not listed as a control person, but directly owns between 5% and 10% of the firm. Sarah Bredhoff holds a BA from St. Mary's College of Maryland.
The Rice Partnership, LLC is a Honolulu, HI firm with $985M under management, 442 clients and 10 advisers across 4 offices, as of its April 2026 filing.
Sarah Bredhoff is Partner and Senior Wealth Manager of The Rice Partnership and is in charge of the firm's Maui office. Previously, she was Vice President and Private Banking Officer at First Hawaiian Bank, handling investments, trust administration and estate planning for high net worth families and individuals.
Sarah Bredhoff’s longest registration is the current one, 10 years at The Rice Partnership since 2016. Before joining The Rice Partnership in 2016, Sarah Bredhoff was registered through Morgan Stanley.
- Wealthjar Investment Advisory, LLCAlso current– present · 6 yearsKahului, Maui, HI · Adviser representative · Firm CRD 288484
- The Rice Partnership, LLCCurrent– present · 10 yearsKahului, Maui, HI · Adviser representative · Firm CRD 135701
- Morgan Stanley– · 3 yearsHonolulu, HI · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Sarah Bredhoff is registered as an investment adviser representative in Hawaii, since October 2016.
- HawaiiSince 17 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 October 2016 |
| Series 31 | Futures Managed Funds Examination | 25 January 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 January 1999 |
| Series 7 | General Securities Representative Examination | 7 January 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sarah Elizabeth Kehaunani Bredhoff
- CRD
- 3150865
- Firm
- The Rice Partnership · CRD 135701
- Role
- Partner
- Office
- DAIRY CENTER, 444 HANA HWY., #203, Kahului, Maui, HI 96732
- Registration
- Investment adviser registration
- In the industry since
- May 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thericepartnership.com
Where does Sarah Bredhoff work?
Sarah Bredhoff has been Partner of The Rice Partnership, LLC since July 2020.
Is Sarah Bredhoff a financial advisor?
Yes. Sarah Bredhoff has a current investment-adviser registration in Hawaii, through The Rice Partnership since October 2016.
How many years of experience does Sarah Bredhoff have?
Sarah Bredhoff has 13 years in the financial industry, since May 2013, across 3 adviser firms.
What exams has Sarah Bredhoff passed?
Sarah Bredhoff has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 65. The earliest, the Series 7, was passed in January 1999.
Where did Sarah Bredhoff work before The Rice Partnership?
Before The Rice Partnership, Sarah Bredhoff was registered through Morgan Stanley, June 1999 to October 2002.
Where is Sarah Bredhoff based?
Sarah Bredhoff’s registered office is in Kahului, Maui, HI.
Is Sarah Bredhoff registered with FINRA?
No. Sarah Bredhoff has no current broker registration.
How can I verify Sarah Bredhoff’s record?
Search CRD 3150865 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Bredhoff’s full registration record.
Bonnie RiceMember/Chief Compliance Officer
Orest SaikevychChief Investment Officer- Lia YoungOperations Manager, Senior Client Service Administrator
Ashley WilkenSenior Wealth Manager, Portfolio Manager