John David Wolfe
Investment Adviser Representative at RBA WEALTH MANAGEMENT, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.50% |
| Next $250,000 | 1.20% |
| Above $500,000 | 1.00% |
RBA Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at RBA WEALTH MANAGEMENT, LLC
3 other advisors in the directory
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