REWBIX

Overview

Rewbix is a small, limited liability investment adviser that provides portfolio management services to individuals, families and small businesses. The firm is registered with the SEC and operates across multiple states. Its advisory mandate centers on equity exposure — primarily exchange-traded equities — supplemented by access to third-party alternative managers and mutual funds. Rewbix charges a mix of fee types (percentage of AUM, fixed fees and performance-based fees) and does not position itself as an ESG investor or pension consultant. The firm’s activity profile points to hands-on portfolio management for retail-sized clients and families rather than wholesale institutional work. The combination of direct equity trading and relationships with external alternative managers suggests a hybrid approach: using liquid public equities and ETFs as the core holdings, while offering access to hedge fund and real estate strategies through outside managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices