RBA Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

520 Newport Center Dr Ste 740, Newport B...

Phone Number

(949) 945-2104

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About RBA Wealth Management

RBA Wealth Management is a fee-based financial firm located in Newport Beach, CA, dedicated to providing comprehensive financial planning and investment management services. They operate under a fiduciary standard, ensuring that they prioritize the best interests of their clients while offering innovative solutions tailored to individual needs and goals. The firm serves a diverse clientele, including small business owners and retirees, helping them navigate financial challenges and optimize their wealth. RBA Wealth Management emphasizes experienced guidance and thoughtful solutions to assist clients in achieving their broader financial objectives.Explore more
Popular SearchesRba Wealth Management LLCRba Capital Investments LLCllcRBA Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

RBA Wealth Management Org Chart

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NP
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

RBA Wealth Management

<$5M
1-10
Private
-
2017
NP
Nicole PlumleeChief Operating Officer
<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2016
LS
Leo SchlangenCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

RBA Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

RBA Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about RBA Wealth Management.

RBA Wealth Management Tech Stack

A closer look at the technologies used by RBA Wealth Management

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Frequently Asked Questions Regarding RBA Wealth Management

What is RBA Wealth Management's official website?
RBA Wealth Management's official website is www.rba-wealth.com
What is RBA Wealth Management's Revenue?
RBA Wealth Management's revenue is <$5 Million
What is RBA Wealth Management's SIC code?
RBA Wealth Management's SIC: 62,628
What is RBA Wealth Management's NAICS code?
RBA Wealth Management's NAICS: 52,523
How many employees does RBA Wealth Management have?
RBA Wealth Management has 1-10 employees
What industry does RBA Wealth Management belong to?
RBA Wealth Management is in the industry of: Finance, Securities Trading
What is RBA Wealth Management competition?
RBA Wealth Management top competitors include: Radnor Financial Advisors, Stratos Wealth Advisors, Regal Creek Wealth Management, RED Seven
What technology does RBA Wealth Management use?
Some of the popular technologies that RBA Wealth Management uses are: Barracuda Networks, Google Font API, Microsoft 365, Google Tag Manager
How do I contact RBA Wealth Management?
RBA Wealth Management contact info: Phone number: (949) 945-2104 Website: www.rba-wealth.com
What does RBA Wealth Management do?

RBA Wealth Management is a fee-based financial firm located in Newport Beach, CA, dedicated to providing comprehensive financial planning and investment management services. They operate under a fiduciary standard, ensuring that they prioritize the best interests of their clients while offering innovative solutions tailored to individual needs and... goals. The firm serves a diverse clientele, including small business owners and retirees, helping them navigate financial challenges and optimize their wealth. RBA Wealth Management emphasizes experienced guidance and thoughtful solutions to assist clients in achieving their broader financial objectives.Read More

Is RBA Wealth Management a public company?
RBA Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about RBA Wealth Management

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