# RBA Wealth Management

RBA Wealth Management is a Bank / Wealth / Trust based in Newport Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** rba-wealth.com

## Regulatory record

- **CRD number:** 291029
- **SEC file number:** 801-112189
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291029

## About

RBA Wealth Management was founded in 2017 in Newport Beach, California, as a registered investment advisor. The firm operates on a fee-based fiduciary standard, distinguishing it from broker-dealers who earn commissions on product sales. This architecture means the firm's compensation is tied to advice and asset management fees, not transaction volume, a structural choice designed to align incentives with the long-term goals of its client base. The firm's principals have not been publicly disclosed in available records. RBA serves individuals, high-net-worth households, and business entities with a service mix that spans financial planning, retirement-income structuring, and discretionary portfolio management. No asset-class mix, geographic footprint, or named portfolio positions are publicly disclosed. The firm's website does not list any direct co-investments, fund commitments, or external manager relationships. The firm is headquartered in Newport Beach. No details on total assets under management, client count, or professional headcount are publicly available. The RIA does not disclose any adjacent vehicles such as philanthropic foundations, real-asset arms, or club memberships. In the absence of named principals or dated operational milestones, the professional composition of the team remains opaque to external observers. RBA's structural differentiator is its fiduciary posture as a fee-based RIA — a regulatory status that imposes a legal duty to act in the client's best interest. For a firm of undisclosed scale serving a local clientele, this fiduciary framework is the core architecture that separates it from commission-based financial advisors. The firm's service language emphasizes comprehensive planning relationships rather than transactional brokerage, though the absence of public track-record data limits external validation of execution.

## Sectors

- Financial Services

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Last updated: 2026-08-11T02:43:31.692Z

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