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).

Current Firm Details
520 Newport Center Drive, Suite 740, Newport Beach, CA 92660
http://www.rba-wealth.com
By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    1,095
    ACCOUNTS
  • Average Account Value
    $325,194
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, TX, WA

Financial Advisors at Rba Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Bradley, financial advisor Newport Beach CA
Matthew A. Bradley
CRD#: 4091214
520 Newport Center Drive, Suite 740, Newport Beach, CA 92660

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.

2
Thomas Hoffman, financial advisor Newport Beach CA
Thomas A. Hoffman
CRD#: 1000278
520 Newport Center Drive, Suite 740, Newport Beach, CA 92660

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.

3
Nicole Plumlee, financial advisor Newport Beach CA
Nicole A. Plumlee
CRD#: 2381800
520 Newport Center Drive, Suite 740, Newport Beach, CA 92660

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.

4
Austin Velarde, financial advisor Newport Beach CA
Austin L. Velarde
CRD#: 7649461
520 Newport Center Drive, Suite 740, Newport Beach, CA 92660

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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