Roberts Wealth Advisors, LLC

RIASEC RegisteredEst. 2020

Total AUM

$446M

Discretionary

$446M

100% of AUM

Avg account

$991K

Accounts

450

Employees

Advisory reps

Firm details

Headquarters: Menlo Park, California
CRD number: 308827
Registered since: June 15, 2020
Website: roberts-wa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.95%
Corporations / Businesses4.61%
Pension & Profit Sharing Plans2.69%
Individuals1.88%
Other Investment Advisers1.86%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Roberts Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm is individually owned and positions itself as a capital allocator that blends fee models (percentage of AUM, hourly and fixed fees) to serve both individual & family clients and institutional accounts. Advisory capabilities listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not characterize itself as an active ESG investor. Its business model emphasizes discretionary portfolio management (see AUM section) and the use of outside managers for certain allocations rather than building all strategies in-house.