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RBA WEALTH MANAGEMENT, LLC
CRD 291029 · SEC 801-112189
520 NEWPORT CENTER DRIVE, SUITE 740, NEWPORT BEACH, CA, 92660, United States
Phone
949-945-2104
Fax
949 945-2127
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$452.1M
Discretionary AUM
$422.5M
Team
7 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 296 | $200.0M |
| High net worth individuals | 125 | $230.9M |
| Pension/profit sharing plans | 1 | $20.4M |
| Charitable organizations | 4 | $727K |
States served
AZ, CA, CO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD