NEWPORT BEACH, CACRD 291029Latest ADV March 4, 2026
Rba Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 4, 2026, reports $452M in regulatory assets under management, 7 employees, and 1,170 accounts.
Assets Under Management
$452M
Employees
7
Offices
--
Total Clients
426
Primary office
NEWPORT BEACH, CA
520 NEWPORT CENTER DRIVE, SUITE 740, NEWPORT BEACH, CA, United States
Top client segmentIndividuals represent 69.5% of total clients.
Top client categories% of clientsClients
1
Individuals
69.5%
296
2
HNWI
29.3%
125
3
Charitable
0.9%
4
4
Pension Plans
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$452Mas of March 4, 2026
Discretionary93.4%
$422M
93% of total RAUM93.4%
Non-discretionary6.6%
$30M
7% of total RAUM6.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$452M
Total Accounts1,170
10Y AUM Change+$452M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee61:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.