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Roberts Wealth Advisors, LLC

● SEC registered since 2020CRD 308827SEC# 801-118928Menlo Park, CA
Export (members)
Reg. AUM
$385.4M
Employees
6
Accounts
433
Location
Menlo Park, CA

Roberts Wealth Advisors, LLC assets under management

Roberts Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Menlo Park, CA. The firm has been registered since 2020. It reports $385.4 million in regulatory assets under management and employs 6 people.
roberts-wa.comView on SEC.gov ↗

Roberts Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Brian Patrick Roberts ControlManaging Member & Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Roberts Wealth Advisors, LLC manage?

Roberts Wealth Advisors, LLC reports $385.4 million in regulatory assets under management on its Form ADV.

How many employees does Roberts Wealth Advisors, LLC have?

Roberts Wealth Advisors, LLC reports 6 employees.

Where is Roberts Wealth Advisors, LLC located?

Roberts Wealth Advisors, LLC is based in Menlo Park, CA and has been SEC-registered since 2020.

Does Roberts Wealth Advisors, LLC disclose fund performance?

Roberts Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1550 el Camino Real, Suite 275, Menlo Park, CA 94025
Phone650-240-2410
Office hours7:30a.m. - 4:30p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1885319
Discloses disciplinary historyNo

Assets under management

Discretionary$385.4M
Non-discretionary$0
Total (RAUM)$385.4M