Rewbix
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$62,500
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$31,250
About
Rewbix AI Investments LLC is an internet-based advisor that delivers AI-driven portfolio management and related services through its interactive website to individual, retail, qualified and accredited investors. The firm describes services including customized portfolio construction, risk-mitigation models, automatic dividend reinvestment, regular account reviews, and a wrap fee program that bundles advisory, trading, custody and support services.
Rewbix’s investment approach centers on machine‑learning algorithms that generate specific buy/sell recommendations after clients complete a detailed onboarding questionnaire; the firm currently operates on a non‑discretionary basis, requiring clients to execute trades with their qualified custodian. The brochure also discloses plans to integrate trading APIs to enable discretionary execution and a token‑based usage fee for computationally intensive strategies, and notes ongoing monthly and event‑driven portfolio reviews.
What is distinctive for a solo independent adviser is the combination of features: Rewbix both sponsors a wrap fee program and charges performance‑based fees (up to 20% for qualified investors), and its materials disclose performance and hypothetical results. The firm operates at a small scale (the brochure reports approximately $100,000 in assets under management as of 3/28/2025 and a $50 account minimum), routes clients to Interactive Brokers as its recommended custodian, and limits investment contact to its website rather than direct advisor communications.
Client services
Portfolio management
Expertise
Active portfolio management
Factor investing / smart beta
Fee options
2% annually
Up to 20% (for qualified and accredited investors)
Account minimum: $50
Main office location
Rewbix
17350 State Hwy 249, Ste 220 #16605
Houston TX 77064, 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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