ROBERTS WEALTH ADVISORS, LLC

1550 El Camino Real
Suite 275
Menlo Park, California 94025
Tel: 650-240-2410

About ROBERTS WEALTH ADVISORS, LLC

ROBERTS WEALTH ADVISORS, LLC, formally registered with the SEC as ROBERTS WEALTH ADVISORS, LLC. The firm was established in 06/15/2020. They have over 2 offices throughout the country.

ROBERTS WEALTH ADVISORS, LLC is a Menlo Park, California based Financial Planning firm with nearly $306,073,053 assets under management, offering retirement planning & investment advisory services to 367 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308827
SEC#	801-118928
Assets Managed by Firm	$306,073,053
No. of Clients	367
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	367	$306,073,053
Individuals (other than high net worth individuals)	16	$4,935,834
High net worth individuals	106	$289,092,990
Pension and profit sharing plans	1	$8,837,130
Other investment advisers	2	$3,092,343
Corporations or other businesses	1	$114,756

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