John David Wolfe
Investment adviser representative at Rba Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$452.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2026 to now
- Rba Wealth Management, LLCJun 2025 to now
- Northern TrustDec 2014 to Jun 2025
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rba Wealth Management, LLC
$452.1MAssets managed
426Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8119775
- Firm CRD
- 291029