Roberts Wealth Advisors, LLC
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
FINTRXOverview
Roberts Wealth Advisors, LLC is an independent, owner-operated registered investment adviser that registered with the SEC in 2020. The firm provides fee-based planning and portfolio management to individuals, families and institutional clients, and describes itself as a capital allocator that also selects third-party managers on clients’ behalf. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee approaches include percentage of assets under management, hourly billing, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds12%
- US Government Bonds9%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Contacts
3 of 3
Brian Roberts
FounderCRD 4458697
Ryan Walsh
Research AnalystCRD 6118984
Suzanne Herman
Director of Wealth PlanningCRD 7407290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$182M in ETFs
63%
$114M
36%
$67.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $33.5M | 665,977 | 18.45% |
Location
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 611 Santa Cruz Ave
- Time zone
- PT (UTC-8)
- Office locations
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