Rba Wealth Management, LLC
Rba Wealth Management, LLC (CRD# 291029) is a financial advisory firm headquartered in Newport Beach, CA. They manage $356,087,862 in 1,095 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management356MILLION
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Total Number of Accounts1,095ACCOUNTS
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Average Account Value$325,194
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, TX, WA
Matthew Bradley (CRD# 4091214) is an Investment Advisor Representative working at Rba Wealth Management, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.
Thomas Hoffman (CRD# 1000278) is an Investment Advisor Representative working at Rba Wealth Management, LLC in Newport Beach, CA and has over 42 years of experience in the finance industry.
Nicole Plumlee (CRD# 2381800) is an Investment Advisor Representative working at Rba Wealth Management, LLC in Newport Beach, CA and has over 26 years of experience in the finance industry.
Austin Velarde (CRD# 7649461) is an Investment Advisor Representative working at Rba Wealth Management, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.