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| Happy Holidays!! thanks for using AUM13F!! |
| RBA Wealth Management LLC
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| CRD # | 291029 |
| SEC # | 801-112189 |
| CIK # | 0001776296 |
| AUM | $403.5 M (2025-03-19) |
| Employees | 5 (40% Investors, 80% Brokers) |
| Phone | 949-945-2104 |
| Address | 520 Newport Center Drive Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.0 | ||
| Broadcom Inc | 9.0 | ||
| Apple Inc | 8.7 | ||
| Alphabet Inc | 8.3 | ||
| VISA Inc | 7.6 | ||
| Waste Management Inc | 7.2 | ||
| Facebook Inc | 7.0 | ||
| Cummins Inc | 6.8 | ||
| Boston Scientific Corp | 6.8 | ||
| MetLife Inc | 6.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 311 | 92.9 |
| (b) Individuals (high net worth individuals) | 95 | 292.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 17.3 |
| (h) Charitable organizations | 3 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,191 | 403.5 |
| By Discretionary | ||
| Discretionary | 936 | 372.8 |
| Non-Discretionary | 255 | 30.7 |
| Total | 1,191 | 403.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 402.5 | |
| Total | 1,191 | 403.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001776296] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BCR Wealth Strategies LLC
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|
AL | 0.4 |
|
Syrios Wealth Management Group Inc
✚
|
CA | 0.4 |
|
Murphy Middleton Hinkle & Parker Inc
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|
GA | 0.4 |
|
Rialto Wealth Management LLC
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NY | 0.4 |
|
Arcataur Capital Management LLC
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WI | 0.4 |
|
Landseer Advisors LLC
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|
NJ | 0.4 |
|
Private Wealth Solutions LLC
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|
CA | 0.4 |
|
Robinson Smith Wealth Advisors LLC
✚
|
ME | 0.4 |
|
Headland Capital LLC
✚
|
SC | 0.4 |
|
Centered Wealth LLC
✚
|
TX | 0.4 |