Rebellion Asset Management, LLC

RIASEC Registered
Total AUM
$91.8M
Discretionary
$91.8M
100% of AUM
Avg account
$612K
Accounts
150
Employees
6
Advisory reps
6

Firm details

Headquarters
Chicago, Illinois
CRD number
282209
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI90.55%
  • Individuals9.45%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Rebellion Asset Management, LLC is an independent, LLC-structured registered investment adviser that serves individual and family clients on a fee‑based (percentage of AUM) model. The firm provides financial planning and portfolio management for individuals, small businesses, and other business or institutional clients, and it performs selection of third‑party advisers. Rebellion identifies as a capital allocator, placing client capital with external managers where appropriate. The firm does not identify as an active ESG investor and is not presented as a multi‑state or pension consultant specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Public Funds/Mutual Funds 11%, US Government Bonds 6%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 1%, Other 1%78%
  • Exchange Traded Equities78%
  • Public Funds/Mutual Funds11%
  • US Government Bonds6%
  • Cash & Cash Equivalents3%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 3
  • Todd Raarup

    Todd Raarup

    CEO and co-CIOCRD 4632522

  • Jeffrey Melgard

    Co-Chief Investment OfficerCRD 3147283

  • Gery Sadzewicz

    Gery Sadzewicz

    Chief Executive OfficerCRD 1090963

Contacts

3 of 3
  • Pearlyn Manieri

    PrincipalCRD 1917520

  • Arielle Choyce

    Arielle Choyce

    Relationship ManagerCRD 6260327

  • Alan Charach

    Alan Charach

    Vice PresidentCRD 6050527

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
223 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth