Wealth Rabbit

Overview

Wealth Rabbit is an independent registered investment adviser structured as an LLC and owned by an individual. The firm focuses on serving individual and family clients, billing through a mix of percentage-of-AUM and fixed-fee arrangements. Its advisory scope includes portfolio management for individuals and small businesses, management for pooled investment vehicles, and pension consulting services. Wealth Rabbit also lists affiliations with other investment advisers and an accountant, suggesting a small-network operating model rather than a multi-layered institutional platform. Wealth Rabbit is state-registered to do business in a broad set of jurisdictions rather than operating under a single national broker-dealer or wirehouse platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices