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Building 2RBA WEALTH MANAGEMENT, LLC

Map pinNEWPORT BEACH, CA
Phone949-945-2104
NotebookSEC #801-112189
Total AUM
$452.1M
Employees
7
Clients
426

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
520 NEWPORT CENTER DRIVE
SUITE 740
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
949-945-2104

ReceiptFinancials

Total AUM
$452.1M
Accounts
1,170
Discretionary
$422.5M
Accounts
878
Non-Discretionary
$29.6M
Accounts
292

ContactClients

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Individual Clients
296
AUM
$200M
HNW Individual Clients
125
AUM
$230.9M
Pension/Profit Sharing Plan Clients
1
AUM
$20.4M
Charitable Organization Clients
4
AUM
$726.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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