Wealth Rabbit
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,189,943
Total clients
220
1% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
110
Average account size
$5,409
About
Wealth Rabbit delivers discretionary portfolio management to individual investors through a mobile application, serving a mix of retail and high-net-worth users who may enroll via employer-sponsored access. The firm limits its services to investment advisory and model management and does not provide standalone financial planning, tax, or legal advice.
Investment options are offered as five diversified model portfolios ranging from conservative to growth, composed of ETFs, mutual funds and individual securities, with allocations developed by third‑party model providers and adjusted based on user profiles (age, income, horizon, risk tolerance). Portfolios are implemented and rebalanced through the Wealth Rabbit App, and users retain control to select or replicate models while the firm exercises discretionary authority within those models.
What distinguishes the firm from many peers is its employer-focused enrollment and platform billing to employers, combined with principals who continue to hold roles at an accounting firm and a registered broker‑dealer — an operational and affiliation mix not typical for similarly sized advisers. With modest assets under management but a relatively large client count, the firm operates as a predominantly app-driven, self-directed model platform rather than a traditional, in-person advisory practice.
Client services
Expertise
Fee options
$0 - $249,999: 0.50% $250,000 - $499,999: 0.40% $500,000 - $749,999: 0.30% $750,000 - $999,999: 0.25% $1,000,000+: 0.20%
Main office location
Wealth Rabbit
2685 Celanese Road, Ste 100
Rock Hill SC 29732, United States
Number of offices
1
Most active in
South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Quick links
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