Wealth Rabbit

Overview

Wealth Rabbit is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and bills using a mix of asset-based fees and fixed fees. Its advisory services include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting. Wealth Rabbit reports that it does not identify as an active ESG investor and is not a multi-state adviser. The firm uses third-party relationships for certain investment exposures and lists industry affiliations that include another investment adviser and an accounting firm.

Assets & Accounts

Public Holdings

Investments & Alternatives