Rba Wealth Management, LLC
● SEC registered since 2017CRD 291029SEC# 801-112189Newport Beach, CA
Reg. AUM
$452.1M
Employees
7
Accounts
1,170
Location
Newport Beach, CA
Rba Wealth Management, LLC assets under management
Rba Wealth Management, LLC is an investment advisory firm registered with the SEC based in Newport Beach, CA. The firm has been registered since 2017. It reports $452.1 million in regulatory assets under management and employs 7 people.
Rba Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Allen Bradley Control | President And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Rba Wealth Management, LLC manage?
Rba Wealth Management, LLC reports $452.1 million in regulatory assets under management on its Form ADV.
How many employees does Rba Wealth Management, LLC have?
Rba Wealth Management, LLC reports 7 employees.
Where is Rba Wealth Management, LLC located?
Rba Wealth Management, LLC is based in Newport Beach, CA and has been SEC-registered since 2017.
Does Rba Wealth Management, LLC disclose fund performance?
Rba Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 520 Newport Center Drive, Suite 740, Newport Beach, CA 92660 |
| Phone | 949-945-2104 |
| Fax | 949 945-2127 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1776296 |
| Discloses disciplinary history | No |
Regulatory AUM
$452.1M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$452.1Mregulatory AUM
Discretionary $422.5MNon-discretionary $29.6M