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ROBERTS WEALTH ADVISORS, LLC
CRD 308827 · SEC 801-118928
611 SANTA CRUZ AVENUE, SUITE 203, MENLO PARK, CA, 94025, United States
Phone
650-240-2410
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$446.0M
Discretionary AUM
$446.0M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $8.4M |
| High net worth individuals | 126 | $396.7M |
| Pension/profit sharing plans | 1 | $12.0M |
| Other investment advisers | 2 | $8.3M |
| Corporations/business entities | 1 | $20.6M |
States served
CA, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD