Wealth Rabbit

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Client assets under management

$1,189,943

Clients

220

1% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

110

Very High

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

Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management

Fee options

Percentage

$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

Most active in

South Carolina

Disclosures

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 803-324-7100

Advisors at this firm

Jason A

CFP®

Rock Hill, SC

Wealth Rabbit

Jason Ackerman is a CFP® professional with seven years of experience in financial advising. He is affiliated with Wealth Rabbit and also works at Bernard N. Ackerman, CPA, P.A., where he provides accounting and tax services for individuals and businesses. Wealth Rabbit offers discretionary investment advisory and portfolio management services through its mobile app, serving individual users including high-net-worth clients, often onboarding them via employer relationships. The firm uses model portfolios managed on a discretionary basis and features continuous online access and electronic profile updates for clients.

Wealth management Passive / index investing Active portfolio management

Adam A

CFP®, Series 63, Series 65

Rock Hill, SC

Wealth Rabbit

Adam Ackerman is a CFP® with 11 years of industry experience, currently serving as an advisor at Wealth Rabbit in Rock Hill, SC. His prior roles include positions at Consolidated Securities, Consolidated Investment Advisors, and Edward Jones. Outside of his advisory work, Ackerman is president and chief compliance officer of BNA Wealth Inc., a broker-dealer and SEC-registered investment adviser. Wealth Rabbit provides discretionary investment advisory and portfolio management services through its mobile app, serving individual users including high-net-worth clients and onboarding many via employer relationships. The firm offers five model portfolios managed on a discretionary basis, combining ETFs, mutual funds, and individual securities, with client profiles and risk scores guiding portfolio selection and rebalancing.

Wealth management Passive / index investing Active portfolio management

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