Devang Patel
Advisor at Rewbix
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Devang Patel is a financial advisor at Rewbix with a Series 65 credential and two years of industry experience. He has been associated with DJP MD PLLC since 2013. Outside of his advisory role, he serves as a director at Rewbix Real Estate Investments LLC, where he oversees property management issues. Rewbix AI Investments LLC is an independent, internet-based advisory firm that provides AI-driven portfolio management and related services to individual, retail, qualified, and accredited investors. The firm uses machine-learning algorithms to generate buy and sell recommendations and operates on a non-discretionary basis, with plans to introduce discretionary trade execution and token-based fees.
Fee options
2% annually
Up to 20% (for qualified and accredited investors)
Account minimum: $50
Location
17350 State Hwy 249, Ste 220 #16605
Houston, TX 77064
Most active in
Devang P has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
DJP MD PLLC
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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