Suzanne Marie Herman
PartnerRoberts Wealth Advisors, LLCCRD 7407290
About Suzanne Marie Herman
Suzanne Marie Herman is listed as Partner at Roberts Wealth Advisors, LLC in Menlo Park, CA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Roberts Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Suzanne Marie Herman work?
Suzanne Marie Herman is listed as Partner at Roberts Wealth Advisors, LLC on SEC Form ADV.
How much of Roberts Wealth Advisors, LLC does Suzanne Marie Herman own?
Form ADV reports a beneficial ownership band of 10-25%.
Roberts Wealth Advisors, LLC
| Title | Partner |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2026 |