$452.1M Total AUM
$422.5M Disc. AUM
13.9% 3Y CAGR
7 Employees
427 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-20-2017
- Office Locations
- 2
Office Locations
520 Newport Center Drive Suite 740 Newport Beach CA
9121 Haven Avenue Suite 200 Rancho Cucamonga CA
About RBA Wealth Management, LLC
RBA Wealth Management is a California RIA serving individuals from small business owners to retirees with financial planning and portfolio management. The firm supports tax, estate and charitable planning and business succession coordination, and incorporates insurance/annuity solutions when appropriate. Portfolios lean on ETFs and index-oriented allocation, with custody through Charles Schwab.
Team overview
46 AVG AGE
$226.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.7 yrs AVG TENURE
7 Employees
2 Advisory Reps
4 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MATTHEW ALLEN BRADLEY
President
- CRD
- #4091214
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MARK EDWARD DEILY
President
- CRD
- #4253301
Available
Available
Available
N
NICOLE ANASTASIA PLUMLEE
Broker
- CRD
- #2381800
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $422,499,959 | $481,207 |
| Non-Discretionary | $29,614,255 | $101,419 |
| Total | $452,114,214 | $386,422 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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