Roberts Wealth Advisors, LLC

Roberts Wealth Advisors, LLC (CRD# 308827) is a financial advisory firm headquartered in Menlo Park, CA. They manage $306,073,053 in 367 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1550 El Camino Real, Suite 275, Menlo Park, CA 94025
https://www.linkedin.com/company/roberts-wa
By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $833,987
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, UT, WA

Financial Advisors at Roberts Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian Roberts, financial advisor Menlo Park CA
Brian P. Roberts
CRD#: 4458697
1550 El Camino Real, Suite 275, Menlo Park, CA 94025

Brian Roberts (CRD# 4458697) is an Investment Advisor Representative working at Roberts Wealth Advisors, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

2
Ryan Walsh, financial advisor Menlo Park CA
Ryan W. Walsh
CRD#: 6118984
1550 El Camino Real, Suite 275, Menlo Park, CA 94025

Ryan Walsh (CRD# 6118984) is an Investment Advisor Representative working at Roberts Wealth Advisors, LLC in Menlo Park, CA and has over 9 years of experience in the finance industry.

3
Suzanne Herman, financial advisor Menlo Park CA
Suzanne M. Herman
CRD#: 7407290
1550 El Camino Real, Suite 275, Menlo Park, CA 94025

Suzanne Herman (CRD# 7407290) is an Investment Advisor Representative working at Roberts Wealth Advisors, LLC in Menlo Park, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals