ROBERTS WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$445,994,091
Discretionary
$445,994,091
Non-discretionary
$0
Firm details
- CRD number
- 308827
- SEC file number
- 801-118928
- Main office
- MENLO PARK, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://roberts-wa.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.