RBA WEALTH MANAGEMENT, LLC

CRD 291029File 801-112189

APPROVED

Retail clients

Custody

Filing as of Mar 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$452.1M

Above cohort median (national)

Discretionary AUM

$422.5M

Non-discretionary $29.6M

Clients

426

1,170 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Dec 20, 2017
Principal office: 520 NEWPORT CENTER DRIVE, SUITE 740, NEWPORT BEACH, CA, 92660
Phone: 949-945-2104
Website: HTTP://WWW.RBA-WEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $452.1M
Discretionary AUM: $422.5M
Non-discretionary AUM: $29.6M
Discretionary accounts: 878
Non-discretionary accounts: 292
Total accounts: 1,170
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$727K
High net worth individuals	125	$230.9M
Pension and profit sharing plans	Fewer than 5	$20.4M
Individuals (other than high net worth individuals)	296	$200.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.