LP Profile

RBA Wealth Management

Also known as rba wealth

Wealth ManagerNewport Beach, United StatesFounded 2017
$333M
Assets Under Management
Newport Beach
Headquarters
Investment Focus

About RBA Wealth Management

RBA Wealth Management is a wealth manager based in Newport Beach, US. Founded in 2017. Reported AUM: 333 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to RBA Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$452.1M
Total Clients
1,170
Filing Date
March 4, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to RBA Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is RBA Wealth Management?

RBA Wealth Management is a wealth manager based in Newport Beach, United States, managing approximately $333M in assets.

Where is RBA Wealth Management headquartered?

RBA Wealth Management is headquartered in Newport Beach, United States.

How much does RBA Wealth Management manage?

RBA Wealth Management manages approximately $333M in assets under management.

When was RBA Wealth Management founded?

RBA Wealth Management was founded in 2017.

How can I contact RBA Wealth Management?

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