Overview
Assets Under Management: $306 million
Headquarters: MENLO PARK, CA
High-Net-Worth Clients: 118
Average Client Assets: $3 million
Frequently Asked Questions
ROBERTS WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308827), ROBERTS WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
ROBERTS WEALTH ADVISORS, LLC is headquartered in MENLO PARK, CA.
ROBERTS WEALTH ADVISORS, LLC serves 118 high-net-worth clients according to their SEC filing dated March 12, 2024. View client details ↓
According to their SEC Form ADV, ROBERTS WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ROBERTS WEALTH ADVISORS, LLC manages $306 million in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, ROBERTS WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 367
Discretionary Accounts: 367
Regulatory Filings
CRD Number: 308827
Last Filing Date: 2024-03-12 00:00:00
Website: https://roberts-wa.com