RBA WEALTH MANAGEMENT, LLC
CRD #291029 SEC #801-112189 NEWPORT BEACH, CA 949-945-2104
SEC Registered
Total AUM
$403.5M
Discretionary
$372.8M
Employees
5
Clients
10
Accounts
1,191
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $403.5M | $372.8M | $30.7M | 5 | 1 |
| Mar 2024 | $356.1M | $326.7M | $29.4M | 6 | 2 |
| Mar 2023 | $309.3M | $280.4M | $28.9M | 6 | 1 |
| Mar 2022 | $332.8M | $294.7M | $38.1M | 5 | 0 |
| Mar 2021 | $255.8M | $240.5M | $15.3M | 4 | 0 |
| Jun 2020 | $232.1M | $210.3M | $21.7M | 4 | 0 |
| Feb 2020 | $232.1M | $210.3M | $21.7M | 4 | 0 |
| Jan 2019 | $203.2M | $176.2M | $26.9M | 4 | 0 |
| Jul 2018 | $182.3M | $182.3M | $0 | 4 | 0 |
| Apr 2018 | $182.3M | $182.3M | $0 | 4 | 0 |
| Apr 2018 | $182.3M | $182.3M | $0 | 4 | 0 |
| Dec 2017 | $0 | $0 | $0 | 4 | 0 |
| Nov 2017 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$403.5M
Discretionary$372.8M
Non-Disc.$30.7M
Employees5
Clients1
DateMar 2024
Total AUM$356.1M
Discretionary$326.7M
Non-Disc.$29.4M
Employees6
Clients2
DateMar 2023
Total AUM$309.3M
Discretionary$280.4M
Non-Disc.$28.9M
Employees6
Clients1
DateMar 2022
Total AUM$332.8M
Discretionary$294.7M
Non-Disc.$38.1M
Employees5
Clients0
DateMar 2021
Total AUM$255.8M
Discretionary$240.5M
Non-Disc.$15.3M
Employees4
Clients0
DateJun 2020
Total AUM$232.1M
Discretionary$210.3M
Non-Disc.$21.7M
Employees4
Clients0
DateFeb 2020
Total AUM$232.1M
Discretionary$210.3M
Non-Disc.$21.7M
Employees4
Clients0
DateJan 2019
Total AUM$203.2M
Discretionary$176.2M
Non-Disc.$26.9M
Employees4
Clients0
DateJul 2018
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0