Roberts Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Menlo Park, CA. Its latest Form ADV filing, dated March 17, 2026, reports $446M in regulatory assets under management, 6 employees, 1 office, and 450 accounts.
Assets Under Management
$446M
Employees
6
Offices
1 office
Total Clients
150
Primary office
MENLO PARK, CA
611 SANTA CRUZ AVENUE, SUITE 203, MENLO PARK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 84.0% of total clients.
Top client categories% of clientsClients
1
HNWI
84.0%
126
2
Individuals
13.3%
20
3
Other Advisers
1.3%
2
4
Pension Plans
0.7%
1
5
Corporations
0.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$446Mas of March 17, 2026
Discretionary100.0%
$446M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$446M
Total Accounts450
10Y AUM Change+$446M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee25:1
10Y Employee Change+5 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.