ROBERTS WEALTH ADVISORS, LLC

Overview

Roberts Wealth Advisors, LLC is an independent registered investment adviser that acts as a capital allocator for both high‑net‑worth individuals and small institutions. The firm combines financial planning with discretionary portfolio management and selection of outside managers, indicating a multi‑sleeve approach to portfolio construction: direct equity and ETF exposure for primary allocations, and external managers or funds for specialized strategies. Fee arrangements include a percentage of assets under management plus options for hourly or fixed‑fee engagements, which supports both ongoing advisory relationships and project‑based planning work. Investment activity shows a clear preference for publicly traded equities and exchange‑traded strategies, while also maintaining short‑duration cash management positions. The firm offers pension consulting and selection of other advisers, which aligns with its role as a delegated allocator when clients require access to third‑party managers or specialized sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices