DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

R•••••

Independent wealth managerAustin, TexasCRD 326608SEC 801-128313websiteIAPD
Legal name R••••• A• I••••••••• L••
Latest filing Apr 1, 2026
First filing on the tape Jun 10, 2023 · 7 filings
SEC status approved since Nov 30, 2023
RAUM
$20,000
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$20,000 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$20,000
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$20,000 as of Apr 1, 2026
Mar 12, 2024$100,000 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Apr 1, 2026
Mar 12, 20241 then
Employees (5.A)1 as of Apr 1, 2026
Mar 12, 20241 then
Private funds: no history
RAUM -68% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Apr 1, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$20,000derivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$4,000derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-68%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$20,000100%
Individual clients
5reported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
5reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, performancereported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
D••••• J••••••• P••••Austin, TxNov 30, 202313 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • P••••• D•••••• J••••••• · Chief Executive Officer And Chief Compliance Officercontrol
        since 05/2023 · owns less than 5%
      • P••••• D•••••• J••••••• · Shareholder(Common)control
        since 03/2016 · owns 75% or more of R•••••
      Entity owners
      • R••••• · Member
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 2 to 5
        Apr 5, 2025 to Mar 31, 2026
      • Individual clients · 2 to 5
        Apr 5, 2025 to Mar 31, 2026
      • HQ city · HOUSTON to AUSTIN
        Apr 5, 2025 to Mar 31, 2026
      • Discretionary RAUM · $0 to $20,000
        Apr 5, 2025 to Mar 31, 2026
      • Individual RAUM · $62,500 to $20,000
        Apr 5, 2025 to Mar 31, 2026
      • Non-discretionary RAUM · $62,500 to $0
        Apr 5, 2025 to Mar 31, 2026
      • RAUM · $62,500 to $20,000
        Apr 5, 2025 to Mar 31, 2026
      • Wrap assets (manager) · 0.0 to unset
        Apr 5, 2025 to Mar 31, 2026
      • Wrap assets (sponsor) · 0.0 to unset
        Apr 5, 2025 to Mar 31, 2026
      • Accounts · 1 to 2
        Mar 12, 2024 to Apr 5, 2025
      • Individual clients · 1 to 2
        Mar 12, 2024 to Apr 5, 2025
      • Financial planning clients · unset to
        Mar 12, 2024 to Apr 5, 2025
      • Discretionary RAUM · $100,000 to $0
        Mar 12, 2024 to Apr 5, 2025
      • Individual RAUM · $100,000 to $62,500
        Mar 12, 2024 to Apr 5, 2025
      • Non-discretionary RAUM · $0 to $62,500
        Mar 12, 2024 to Apr 5, 2025
      • RAUM · $100,000 to $62,500
        Mar 12, 2024 to Apr 5, 2025
      • Discretionary RAUM · $213,127 to $100,000
        Nov 29, 2023 to Mar 12, 2024
      • Individual RAUM · $213,127 to $100,000
        Nov 29, 2023 to Mar 12, 2024
      • RAUM · $213,127 to $100,000
        Nov 29, 2023 to Mar 12, 2024
      • Legal name · R••••• INC. to R••••• A• I••••••••• L••
        Jun 10, 2023 to Nov 28, 2023
      Signals
      1 dated events
      • Rewbix filed its initial SEC registration (Form ADV)
        Jun 10, 2023 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/rewbixreportedpublic record, Form ADV, Sep 19, 2026
      Website
      r•••••.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      650-309-9099reportedpublic record, Form ADV, Apr 1, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $20,000derivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026