RBA WEALTH MANAGEMENT, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 291029). Regulatory assets under management: $452.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Bradley D Allen | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | Salt Lake City, UT |
| Matthew Allen Bradley | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |