Rba Wealth Management, LLC is a large advisory firm based in Newport Beach. It manages $203.19 million of regulatory assets for 707 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California and Texas.
Rba Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rba Wealth Management, LLC is $203.19 million. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rba Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and state or municipal government entities. The largest group of clients of Rba Wealth Management is high net worth individuals with 58 clients and $148.41 million of assets under management. Among the 9 most similar advisory firms, Rba Wealth Management has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $203.19 million for 291 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Rba Wealth Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Rba Wealth Management, LLC performs its advisory services is located at 520 Newport Center Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-945-2104. The normal business hours are 9:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at rba-wealth.com.