ROBERTS WEALTH ADVISORS, LLC

ROBERTS WEALTH ADVISORS, LLC of MENLO PARK, CA is an SEC-registered investment adviser (CRD 308827). Regulatory assets under management: $446.0M.

Registration

• CRD: 308827
• SEC file number: 801-118928
• Type: Registered investment adviser
• Location: 611 SANTA CRUZ AVENUE, SUITE 203, MENLO PARK, CA, 94025
• Phone: 650-240-2410
• Latest filing: 2026-03-17
• Regulatory AUM: $446.0M
• Discretionary AUM: $446.0M
• Clients: 6
• Accounts: 450

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308827 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search