{
  "crd_number": 330633,
  "slug": "wealth-rabbit-rock-hill-sc-330633",
  "primary_business_name": "WEALTH RABBIT",
  "legal_name": "PRAJANA VENTURES, LLC",
  "dbas": [],
  "city": "Rock Hill",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-08-15",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 2619916.0,
  "raum_discretionary": 2619916.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 2619916.0,
      "count": 185
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": null
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "ID",
    "IN",
    "KS",
    "MI",
    "MO",
    "MT",
    "NE",
    "NH",
    "OH",
    "OR",
    "PA",
    "SC",
    "WI",
    "WY"
  ],
  "websites": [
    "https://facebook.com/people/WealthRabbit/61564680783791",
    "https://instagram.com/wealth_rabbit",
    "https://linkedin.com/company/wealthrabbit",
    "https://wealthrabbit.com",
    "https://x.com/i/flow/login?redirect_after_login=%2Fwealth_rabbit",
    "https://youtube.com/@Wealth_Rabbit"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330633",
  "city_as_filed": "ROCK HILL",
  "url": "https://advisorcensus.com/firm/wealth-rabbit-rock-hill-sc-330633",
  "display_name": "Wealth Rabbit",
  "summary": "Wealth Rabbit is a state-registered investment advisory firm in Rock Hill, SC, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. Wealth Rabbit (CRD 330633): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Rabbit compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Rabbit reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Wealth Rabbit located?",
      "a": "Wealth Rabbit's principal office is in Rock Hill, SC, according to its Form ADV."
    },
    {
      "q": "Is Wealth Rabbit registered with the SEC or a state?",
      "a": "Wealth Rabbit is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330633."
    },
    {
      "q": "How much does Wealth Rabbit manage?",
      "a": "Wealth Rabbit reports $2,619,916 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Wealth Rabbit serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (185)."
    },
    {
      "q": "Does Wealth Rabbit report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330633"
    },
    {
      "q": "What changed in Wealth Rabbit's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in AL, KS, MI, PA, WI."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in AL, KS, MI, PA, WI."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wealth-rabbit-rock-hill-sc-330633.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 185,
      "fewer_than_5": false,
      "raum": 2619916.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330633",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}