RBA WEALTH MANAGEMENT, LLC

Overview

RBA Wealth Management, LLC is a fee-based advisory firm that concentrates on equity-oriented portfolio management for both high-net-worth individuals and institutional clients. The firm mixes discretionary portfolio management with financial planning and pension consulting, and charges clients via a percentage of assets under management as well as fixed fees. RBA’s filings show a clear preference for exchange-traded equities and ETFs, with a portfolio tilt toward large-cap publicly traded stocks (technology names figure prominently among top positions). The firm is not positioned as an ESG investor and does not report being a multi-state adviser. RBA serves both individual & family clients and institutional accounts, and works through broker-dealer and insurance industry relationships. Its investment approach appears to be active equity selection combined with use of pooled vehicles where appropriate, rather than a heavy allocation to private alternatives or opportunistic credit strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices