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RBA WEALTH MANAGEMENT LIMITED Financials

Company number
10739705Copy
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Registered office
Charles House, 23 High Street, Uttoxeter, Staffordshire ST14 7HN
Incorporated
25/04/2017

Company snapshot

Status
Active
Employees
15 (2025)
Latest financial data
2025
Accounts type
Total Exemption Full

Financial highlights

Latest reported figures. Okredo holds filed data for 2021–2025.

Net Assets

£3.31M2025
4.53%vs 2024

2024: £3.17M

Total Assets

£5.40M2025
10.40%vs 2024

2024: £4.89M

Cash in Bank

£678.82K2025
1.51K%vs 2024

2024: £42.21K

Total Liabilities

£1.43M2025
10.83%vs 2024

2024: £1.29M

Employees

152025
-1vs 2024

2024: 16

In 2025, RBA WEALTH MANAGEMENT LIMITED reported net assets of £3.31M. The same filing shows total assets of £5.40M, cash in bank of £678.82K and total liabilities of £1.43M. Reported headcount was 15 in 2025. Cash in Bank rose from £42.21K in 2024 to £678.82K in 2025 (1.51K%). Okredo holds filed figures for 2021–2025; the table below lists every reported indicator by year. See every reported indicator by year.

Financial performance

Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.

Net Assets

£3.31M2025
4.53%from £3.17M in 2024

Year-on-year change

Net Assets as filed for 2021–2025. Every figure in this chart is also in the financial history table.

3-year financial trend (2023–2025)

How the figures RBA WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.

Net Assets

£800.39K2023£3.31M2025
+314%vs 2023

+103% a year compound (CAGR)

Cash in Bank

£3.81K2023£678.82K2025
+17740%vs 2023

+1236% a year compound (CAGR)

Total Assets

£4.60M2023£5.40M2025
+17.2%vs 2023

+8.3% a year compound (CAGR)

Total Liabilities

£3.41M2023£1.43M2025
-58.1%vs 2023

-35.3% a year compound (CAGR)

Employees

152023152025
0%vs 2023

Biggest increase

Cash in Bank+17740%

£3.81K in 2023 to £678.82K in 2025

Biggest decrease

Total Liabilities-58.1%

£3.41M in 2023 to £1.43M in 2025

RBA WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2023 and 2025. The steepest rise came in cash in bank, pointing to a more liquid cash position, set against a fall in total liabilities, pointing to lighter outstanding obligations. See the full year-by-year figures.

Ratios from the filed figures

Calculated from RBA WEALTH MANAGEMENT LIMITED's own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.

Net assets to total assets
61.36%2025

Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.

Liabilities to total assets
26.50%2025

Total liabilities divided by reported total assets, for the latest year both were available. Shows how much of the asset base is funded by obligations.

Cash to liabilities
47.45%2025

Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.

Cash to total assets
12.57%2025

Reported cash in bank divided by reported total assets, for the latest year both were filed.

Financial history

Every indicator Okredo tracks, year by year.

Reported financial indicators for RBA WEALTH MANAGEMENT LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.

Indicator20212022202320242025
Net Assets£736.42K771.92K800.39K3.17M3.31M
Total Assets£4.68M4.32M4.60M4.89M5.40M
Cash in Bank£79.34K61.33K3.81K42.21K678.82K
Total Liabilities£3.54M3.25M3.41M1.29M1.43M
Employees1314151615

RBA WEALTH MANAGEMENT LIMITED financials: frequently asked questions

Answered from this company's own filed figures.

Has RBA WEALTH MANAGEMENT LIMITED filed financial statements?

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Yes. Okredo holds filed figures for RBA WEALTH MANAGEMENT LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.

What net assets did RBA WEALTH MANAGEMENT LIMITED report in 2025?

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RBA WEALTH MANAGEMENT LIMITED reported net assets of £3.31M for 2025. That compares with £3.17M in 2024, a change of 4.53%.

What total assets did RBA WEALTH MANAGEMENT LIMITED report in 2025?

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RBA WEALTH MANAGEMENT LIMITED reported total assets of £5.40M for 2025. That compares with £4.89M in 2024, a change of 10.40%.

What cash in bank did RBA WEALTH MANAGEMENT LIMITED report in 2025?

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RBA WEALTH MANAGEMENT LIMITED reported cash in bank of £678.82K for 2025. That compares with £42.21K in 2024, a change of 1.51K%.

How many people does RBA WEALTH MANAGEMENT LIMITED employ?

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RBA WEALTH MANAGEMENT LIMITED reported 15 employees in 2025, compared with 16 in 2024.

How have RBA WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?

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Between 2023 and 2025, RBA WEALTH MANAGEMENT LIMITED's net assets rose by 314%, cash in bank rose by 17740%, total assets rose by 17.2% and total liabilities fell by 58.1%. Net assets compounded at 103% a year across the two years to 2025, from £800.39K to £3.31M. Reported headcount went from 15 in 2023 to 15 in 2025.

Which years of RBA WEALTH MANAGEMENT LIMITED financial data are available?

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Okredo holds reported figures for the years 2021, 2022, 2023, 2024, 2025. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.