RBA WEALTH MANAGEMENT, LLC

HTTP://WWW.RBA-WEALTH.COM NEWPORT BEACH, CA Investment Advisor How do I update this listing?

RBA Wealth Management is based out of Newport Beach. RBA Wealth Management is a large advisory firm with 291 clients and discretionary assets under management (AUM) of $176,248,425 (Form ADV from 2019-01-23). Their last reported 13F filing for Q1 2019 included $128,335,000 in managed 13F securities and a top 10 holdings concentration of 25.56%. RBA Wealth Management's largest holding is Procter & Gamble Co. (OH) (1905) with shares held of 33,779. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 6.36%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

RBA WEALTH MANAGEMENT, LLC
520 NEWPORT CENTER DRIVE SUITE 740
NEWPORT BEACH CA    92660
Country: United States

Business Phone: 949-945-2104
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 193,858,000
Total Number of Clients: 291
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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