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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2024
- Office Locations
- 1
Office Locations
About Wealth Rabbit
WealthRabbit provides retirement benefits solutions for small businesses, supporting SIMPLE IRA and SEP IRA plans plus individual IRA options, with workflows designed for advisors and accounting professionals. It offers ETF-based investment portfolios with an asset-allocation and risk-management approach, and supports custody/clearing via Apex. Educational resources address SECURE 2.0 and state mandate considerations.
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Owner & Executives
Jason Leigh Ackerman
Advisors, Chief Financial Officer
- CRD
- #6694276
- Ownership
- 10% but less than 25%
Adam Eric Ackerman Mr.
Chief Compliance Officer, President
- CRD
- #6447420
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,619,916 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,619,916 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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