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Rba Wealth Management, LLC

● SEC registered since 2017CRD 291029SEC# 801-112189Newport Beach, CA
Export (members)
Reg. AUM
$403.5M
Employees
5
Accounts
1,191
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 $403.5 million in regulatory assets under management and employs 5 people.
www.rba-wealth.comView on SEC.gov ↗

Rba Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew Allen Bradley ControlPresident And Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Rba Wealth Management, LLC manage?

Rba Wealth Management, LLC reports $403.5 million in regulatory assets under management on its Form ADV.

How many employees does Rba Wealth Management, LLC have?

Rba Wealth Management, LLC reports 5 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

Address520 Newport Center Drive, Suite 740, Newport Beach, CA 92660
Phone949-945-2104
Fax949 945-2127
Office hours9:00a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1776296
Discloses disciplinary historyNo

Assets under management

Discretionary$372.8M
Non-discretionary$30.7M
Total (RAUM)$403.5M