# RBA WEALTH MANAGEMENT, LLC

RBA WEALTH MANAGEMENT, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 291029
- Type: SEC-registered investment adviser
- SEC file number: 801-112189
- Location: 520 NEWPORT CENTER DRIVE, SUITE 740, NEWPORT BEACH, CA, 92660
- Phone: 949-945-2104
- Latest filing: 2026-03-04
- Regulatory AUM: $452.1M
- Discretionary AUM: $422.5M
- Non-discretionary AUM: $29.6M
- Clients: 7
- Accounts: 1,170

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291029/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291029/similar
- Related entities: https://search.stillhousedata.com/firm/291029/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291029

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.