Rewbix

RIASEC Registered
Total AUM
$20K
Discretionary
$20K
100% of AUM
Avg account
$4K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
Austin, Texas
CRD number
326608
Registered since
November 30, 2023
Custodians
INTERACTIVE BROKERS LLC, ALPACA SECURITIES LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Rewbix LLC is an independent registered investment adviser that began SEC registration in 2023. The firm focuses on portfolio management for individuals and small businesses and serves individual and family clients on a multi-state basis. Ownership is structured as a combination of a domestic entity and an individual. Fee arrangements include percentage-of-AUM, fixed fees, performance-based fees and other fee types. Rewbix does not describe itself as a capital allocator, is not positioned as a pension consultant, and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Williamson

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Williamson
Address
9900 Spectrum Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth