Wealth Rabbit

Public-record details

Address

2685 Celanese Road, Ste 100, Rock Hill, SC 29732

Phone

(704) 912-5450

Listed under

Flat / fixed fees, % of assets managed, Retirement plan consulting

Legal name

Prajana Ventures, LLC

CRD number

330633

Registration

State registered: AL, ID, IN, KS, MO, MT, NE, NH, OH, OR, PA, SC, WY

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Pension consulting

Regulatory assets under management

$2.6 million

Accounts managed

185

Clients reported (Form ADV 5.D)

190

Individual / high-net-worth clients

174 / 16

Employees

3

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-09-13

State registered (AL, ID, IN…) investment adviser, CRD 330633, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 330633 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.