Wealth Rabbit
Firm details
- Headquarters
- Rock Hill, South Carolina
- CRD number
- 330633
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals97.72%
- HNWI2.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Rabbit is a small, LLC-structured registered advisory practice that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients and bills using a mix of percentage-of-AUM and fixed fees. Public filings indicate it is not set up as a multi-state adviser, it does not identify as an active ESG investor, and its owner is an individual rather than an institutional sponsor. The firm’s regulatory details are limited in the available data.
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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