RBA Wealth Management is an investment advisor in Newport Beach with $332.82 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
823420087
SEC advisor number
801-112189
FINRA CRD number
291029
AUM ?
$356.09 mm
(as of 18 Mar 24)
Accounts
1,095
(as of 18 Mar 24)
Employees
6
(3 investment advisory or research)
Address
RBA Wealth Management
520 NEWPORT CENTER DRIVE
SUITE 740
NEWPORT BEACH
CA 92660
520 NEWPORT CENTER DRIVE
SUITE 740
NEWPORT BEACH
CA 92660
Phone
9499452104
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22