Overview
Assets Under Management: $356 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 95
Average Client Assets: $3 million
Frequently Asked Questions
RBA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291029), RBA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
RBA WEALTH MANAGEMENT, LLC is headquartered in NEWPORT BEACH, CA.
RBA WEALTH MANAGEMENT, LLC serves 95 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, RBA WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
RBA WEALTH MANAGEMENT, LLC manages $356 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, RBA WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,095
Discretionary Accounts: 862
Non-Discretionary Accounts: 233
Regulatory Filings
CRD Number: 291029
Last Filing Date: 2024-03-18 00:00:00
Website: https://rba-wealth.com