WEALTH RABBIT
Firm details
- Headquarters
- ROCK HILL, South Carolina
- CRD number
- 330633
- Fee structure
- Percentage of AUM
- Client types
- Individuals97.72%
- HNWI2.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Rabbit, LLC is a very small advisory business that serves individual and family clients and offers portfolio management for individuals and small businesses. The firm is organized as an LLC and is owned by an individual. Its compensation model is a percentage-of-assets-under-management, and it reports that it is not an active ESG investor. Wealth Rabbit does not identify as a capital allocator or a multi-state adviser. Industry ties include relationships with another investment adviser and with an accounting professional.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4Nagarajan Palanisamy
MemberCRD 7890094
Adam Ackerman
PresidentCRD 6447420
Jason Ackerman
AccountantCRD 6694276
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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