Rba Wealth Management, LLC
Rba Wealth Management, LLC is an SEC-registered wealth manager in Newport Beach, CA with $452.1M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Rba Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291029, SEC 801-112189, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $452.1M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Newport Beach, CA
- Employees
- 7
- Clients
- 426
- CRD
- 291029
- Ownership
- BRADLEY, MATTHEW, ALLEN
How much AUM does Rba Wealth Management, LLC have?
Rba Wealth Management, LLC reported $452.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Rba Wealth Management, LLC?
Disclosed owners and executives of Rba Wealth Management, LLC include BRADLEY, MATTHEW, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.