Wealth Rabbit

Overview

Wealth Rabbit is an independent, individual-owned LLC that provides advisory services to individuals and families. Its stated advisory activities include portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting. The firm charges either a percentage of assets under management or fixed fees, and it does not identify itself as an active ESG investor. The firm is state-registered in a number of jurisdictions (AL, DE, HI, ID, IN, KS, MI, MO, MT, NE, NH, OH, OR, PA, SC, WI, WY), which suggests it serves clients across multiple states even though its adviser classification is independent RIA. Wealth Rabbit’s client focus and fee arrangements point to a retail/affluent target rather than institutional or capital-allocating activities.

Assets & Accounts

Public Holdings

Investments & Alternatives