Wealth Rabbit

Overview

Wealth Rabbit is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and bills on a percentage-of-AUM and fixed-fee basis. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management for pooled investment vehicles, and pension consulting services. Wealth Rabbit does not identify as an active ESG investor and is not registered as a multi-state adviser in the source data. The firm’s business model and client focus suggest a direct-to-retail posture: low average assets per client, modest total AUM, and a fee mix that combines asset-based and fixed fees. The presence of pooled vehicle management and pension consulting indicates the firm can operate across both retail and pooled-vehicle mandates despite its small scale.

Assets & Accounts

Public Holdings

Investments & Alternatives