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RBA WEALTH MANAGEMENT, LLC

NEWPORT BEACH, CA · CRD 291029 · IAPD ↗ · rba-wealth.com · 949-945-2104

$452.1MRegulatory AUM
2Advisory reps
7Employees
1Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2024 — RBA WEALTH MANAGEMENT, LLC notice-filed in CO, FL, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.