REBEL FINANCIAL, LLC
SEC RegisteredGuiding you with expertise, integrity, and purpose
About the firm
rebel Financial is a Certified B Corporation® and independent, fiduciary wealth management firm on a mission to make finance more fair, inclusive, and innovative. They are a Registered Investment Advisor providing retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, estate planning, financial planning, and investment management services. Also offers Halal, ESG, and pro bono programs.
Who they serve
Young professionals, small business owners, retirees, underserved communities, and individual and institutional clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 333 | $149M |
| High Net Worth Individuals | 100 | $208M |
| Charitable Organizations | 8 | $12M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REBEL FINANCIAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.