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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRADLEY, MATTHEW, ALLEN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRADLEY, MATTHEW, ALLEN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRADLEY, MATTHEW, ALLEN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRADLEY, MATTHEW, ALLEN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRADLEY, MATTHEW, ALLEN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRADLEY, MATTHEW, ALLEN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRADLEY, MATTHEW, ALLEN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRADLEY, MATTHEW, ALLEN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRADLEY, MATTHEW, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRADLEY, MATTHEW, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRADLEY, MATTHEW, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRADLEY, MATTHEW, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRADLEY, MATTHEW, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRADLEY, MATTHEW, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (6)
AZ CA CO FL TX WA
Address
520 NEWPORT CENTER DRIVESUITE 740
NEWPORT BEACH, CA 92660
United States
Phone: 949-945-2104