← Directory

REWBIX

Legal name: REWBIX AI INVESTMENTS LLC

CRD 326608File 801-128313
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$20K
Bottom 25% of cohort (national)
Discretionary AUM
$20K
Clients
5
5 accounts
Employees
1
Bottom 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Nov 30, 2023
Principal office
9900 SPECTRUM DRIVE, AUSTIN, TX, 78717
Phone
650-309-9099

Assets & accounts

ADV Item 5F
Total regulatory AUM
$20K
Discretionary AUM
$20K
Non-discretionary AUM
$0
Discretionary accounts
5
Non-discretionary accounts
0
Total accounts
5
AUM per client
$4K

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)5$20K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described) — USAGE BASED FEES FOR CERTAIN STRATEGIES
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients25increased by3
Apr 1, 2026AUM$62,500$20,000decreased by$42,500
Apr 1, 2026Accounts25increased by3
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “REWBIX” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REWBIX” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.