Roberts Wealth Advisors, LLC
Roberts Wealth Advisors, LLC is an SEC-registered wealth manager in Menlo Park, CA with $446.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Roberts Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308827, SEC 801-118928, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $446.0M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Menlo Park, CA
- Employees
- 6
- Clients
- 148
- CRD
- 308827
- Ownership
- ROBERTS, BRIAN, PATRICK; Herman, Suzanne, Marie
How much AUM does Roberts Wealth Advisors, LLC have?
Roberts Wealth Advisors, LLC reported $446.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Roberts Wealth Advisors, LLC?
Disclosed owners and executives of Roberts Wealth Advisors, LLC include ROBERTS, BRIAN, PATRICK, Herman, Suzanne, Marie. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.