Rba Wealth Management, LLC
California
Registered In
12/01/2017
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Rba Wealth Management, LLC at 520 Newport Center Dr STE 740, Newport Beach, Ca 92660 lists Matthew Bradley of Newport Beach, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Limited Liability Company - Out of State
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Matthew Bradley
Individual Agent
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520 NEWPORT CENTER DR STE 740, NEWPORT BEACH, CA 92660
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Matthew Bradley
CEO
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520 NEWPORT CENTER DR STE 740, NEWPORT BEACH, CA 92660
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Matthew Bradley
Manager
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520 NEWPORT CENTER DR STE 740, NEWPORT BEACH, CA 92660
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520 NEWPORT CENTER DR STE 740, NEWPORT BEACH, CA 92660
View Map
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Financial Information for Rba Wealth Management, LLC
Form 5500
RBA WEALTH MANAGEMENT, LLC
520 Newport Center Drive, Suite 740, Newport Beach, Ca 92660 (949) 945-2104 EIN:82-3420087 Plan Admin:Matthew A. Bradley| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameRBA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$539,388 / $828,666 | 2023 | RBA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 5 | $539,388 / $828,666 |
| 2022 | Plan NameRBA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$509,509 / $539,388 | 2022 | RBA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 4 / 5 | $509,509 / $539,388 |
| 2021 | Plan NameRBA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$354,168 / $509,509 | 2021 | RBA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 4 / 4 | $354,168 / $509,509 |
| 2020 | Plan NameRBA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$184,616 / $354,168 | 2020 | RBA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 4 / 4 | $184,616 / $354,168 |
| 2019 | Plan NameRBA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$59,541 / $184,616 | 2019 | RBA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 4 / 4 | $59,541 / $184,616 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
RBA WEALTH MANAGEMENT, LLC
520 Newport Center Drive, Newport Beach, CA 92660| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$87,900 Forgiven$88,497 LenderLive Oak Banking Company Jobs4 | 04/06/2020 | $87,900 | $88,497 | Live Oak Banking Company | 4 |
PPP Loans based on Paycheck Protection Program.
Address Match:520 Newport Center Dr Newport Beach, CA
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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