Wealth Rabbit
Firm details
- Headquarters
- Rock Hill, South Carolina
- CRD number
- 330633
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Wealth Rabbit is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and bills using a mix of percentage-of-AUM and fixed fees. Its advisory mandate emphasizes portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting services. The firm reports affiliations with other advisory and accounting entities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 4
Jason Ackerman
AccountantCRD 6694276
Adam Ackerman
PresidentCRD 6447420
Agasthian Sundaram
MemberCRD 7890090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rock Hill, SC
York
Location
Rock Hill, SC
Headquartered in Rock Hill, SC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- York
- Address
- 2685 Celanese Rd
- Time zone
- ET (UTC-5)
- Office locations
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