ROBERTS WEALTH ADVISORS, LLC of MENLO PARK, CA is an SEC-registered investment adviser (CRD 308827). Regulatory assets under management: $446.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Brian Patrick Roberts | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| ROBERTS BRIAN PATRICK | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Suzanne Marie Herman | PARTNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PARK CITY | UT | 2 | (650) 240-2410 |
| PARK CITY | UT | 2 | (650) 240-2410 |