Roberts Wealth Advisors, LLC
● SEC registered since 2020CRD 308827SEC# 801-118928Menlo Park, CA
Reg. AUM
$446M
Employees
6
Accounts
450
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 $446 million in regulatory assets under management and employs 6 people.
Roberts Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Patrick Roberts Control | Managing Member & Chief Compliance Officer | Over 75% | 2020 |
| Suzanne Marie Herman Control | Partner | 10-25% | 2026 |
Frequently asked questions
How much does Roberts Wealth Advisors, LLC manage?
Roberts Wealth Advisors, LLC reports $446 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
| Address | 611 Santa Cruz Avenue, Suite 203, Menlo Park, CA 94025 |
| Phone | 650-240-2410 |
| Office hours | 7:30a.m. - 4:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1885319 |
| Discloses disciplinary history | No |
Regulatory AUM
$446M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$446Mregulatory AUM
Discretionary $446M