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RBA WEALTH MANAGEMENT, LLC
520 Newport Center Drive
Suite 740
Newport Beach, California 92660
Tel: 949-945-2104
About RBA WEALTH MANAGEMENT, LLC
RBA WEALTH MANAGEMENT, LLC, formally registered with the SEC as RBA WEALTH MANAGEMENT, LLC. The firm was established in 12/20/2017. They have over 1 offices throughout the country.
RBA WEALTH MANAGEMENT, LLC is a Newport Beach, California based Financial Planning firm with nearly $356,087,862 assets under management, offering retirement planning & investment advisory services to 1095 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291029 |
| SEC# | 801-112189 |
| Assets Managed by Firm | $356,087,862 |
| No. of Clients | 1095 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1095 | $356,087,862 |
| Individuals (other than high net worth individuals) | 265 | $52,860,458 |
| High net worth individuals | 139 | $286,157,062 |
| Pension and profit sharing plans | 1 | $16,038,869 |
| Charitable organizations | 3 | $1,031,473 |
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