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| RBA Wealth Management LLC
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|---|---|
| CRD # | 291029 |
| SEC # | 801-112189 |
| CIK # | 0001776296 |
| AUM | $452.1 M (2026-03-04) |
| Employees | 7 (29% Investors, 57% Brokers) |
| Phone | 949-945-2104 |
| Address | 520 Newport Center Drive Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 11.1 | ||
| Apple Inc | 10.1 | ||
| Cummins Inc | 9.9 | ||
| Broadcom Inc | 9.4 | ||
| Applied Materials Inc /DE | 9.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 7.6 | ||
| Microsoft Corp | 7.3 | ||
| Waste Management Inc | 7.3 | ||
| CBOE Holdings Inc | 7.3 | ||
| Goldman Sachs Group Inc | 6.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 200.0 |
| (b) Individuals (high net worth individuals) | 125 | 230.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 20.4 |
| (h) Charitable organizations | 4 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,170 | 452.1 |
| By Discretionary | ||
| Discretionary | 878 | 422.5 |
| Non-Discretionary | 292 | 29.6 |
| Total | 1,170 | 452.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 451.7 | |
| Total | 1,170 | 452.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001776296] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IMZ Advisory Inc
✚
|
FL | 0.5 |
|
Nova R Wealth Inc
✚
|
KS | 0.5 |
|
Old North State Wealth Management LLC
✚
|
NC | 0.5 |
|
Certior Financial Group LLC
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|
PA | 0.5 |
|
Pointe Capital Management LLC
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|
MI | 0.5 |
|
Sarver Vrooman Wealth Advisors LLC
✚
|
MO | 0.5 |
|
Blackhawk Capital Partners LLC
✚
|
WI | 0.5 |
|
Virtera Partners LLC
✚
|
OH | 0.5 |
|
Horizon Advisors LLC
✚
|
TX | 0.5 |
|
Wealthspan Partners LLC
✚
|
IA | 0.5 |