Rewbix
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,000
Clients
5
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$4,000
About
Rewbix provides personalized, AI-driven investment advisory services to individual, retail, and qualified investors through an interactive online platform. Services described in the brochure include automated portfolio management, dividend reinvestment, diversification strategies, ongoing account reviews, and a set of core and advanced strategies (including a Bitcoin-focused cryptocurrency option).
The firm relies on quantitative and machine learning models and a detailed onboarding questionnaire to match strategies to client objectives, and it manages accounts on a discretionary basis, executing trades on clients’ behalf. Custody and trade execution are handled through third-party brokerages (including Interactive Brokers and Alpaca), and client interaction for investment advice is routed exclusively through the Rewbix website rather than direct advisor contact.
Noteworthy aspects include the firm’s internet-only delivery model, its use of performance-based and usage-based fee arrangements for certain clients, and an internal token system (“Rubies”) to meter advanced strategy usage—features the brochure highlights as part of its product design and conflict disclosures. The brochure also discloses that the firm may employ the same AI strategies for proprietary accounts, does not engage in proxy voting on clients’ behalf, and requires clients to use the custodians it designates rather than permitting outside broker-dealers.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
2% annually
Up to 20% for qualified and accredited investors
Account minimum: $50
Main office location
Rewbix
9900 Spectrum Drive
Austin TX 78717, United States
Number of offices
1
Most active in
Rewbix has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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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