RBA WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$452,114,214
Discretionary
$422,499,959
Non-discretionary
$29,614,255
Firm details
- CRD number
- 291029
- SEC file number
- 801-112189
- Main office
- NEWPORT BEACH, CA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WWW.RBA-WEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.