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Roberts Wealth Advisors, LLC

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Client assets under management

$405,089,438

More info

Clients

146

86% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

49

Typical

Average account size

$2,774,585

About

Roberts Wealth Advisors provides investment advisory and planning services to high‑net‑worth and individual clients, as well as trusts, pension and profit‑sharing plans. The firm offers comprehensive portfolio management, standalone financial planning and retirement plan consulting, and an institutional investment management service for entities that wish to use RWA’s strategies.

The firm’s investment process emphasizes individualized portfolios built from a range of instruments — including individual stocks, bonds, ETFs, options and other public and private securities — with ongoing monitoring, rebalancing and a fundamental‑analysis approach. RWA typically manages accounts on a discretionary basis under percentage‑of‑AUM arrangements and also delivers investment policy development, asset‑allocation modeling and participant education for plan sponsors.

What distinguishes Roberts from many peers is its explicit acceptance of other investment‑adviser clients through its Institutional Investment Management offering, where independent advisers may select RWA strategies for their own clients while RWA implements the investments. The brochure also discloses planning services such as lines‑of‑credit evaluation and describes use of a broader set of instruments (including options and private securities), and it indicates arrangements that can involve borrowing in separately managed accounts — features that are less common among supported firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Flat fees for financial planning and consulting services up to $10,000; flat fees may also apply for retirement plan consulting.

Percentage

$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $17,500,000: 0.50% $17,500,001+: 0.25%

Project-based

Up to $450 per hour for financial planning, consulting, and retirement plan consulting services.

Other

Fee-only: Financial planning and consulting fees charged hourly up to $450/hour or flat fees up to $10,000. Retirement Plan Consulting fees charged hourly up to $450/hour, flat fees, or up to 1.00% of plan assets.

Main office location

Roberts Wealth Advisors, LLC

611 Santa Cruz Avenue, Suite 203

Menlo Park CA 94025, United States

Number of offices

2

Most active in

More info

California · Texas · Utah · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 650-240-2410

Advisors at this firm

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user avatar

Suzanne H

CFP®, Series 65

Park City, UT

Roberts Wealth Advisors, LLC

Suzanne Herman is a CFP® and holds a Series 65 license with four years of industry experience. She has been with Roberts Wealth Advisors, LLC since 2020. Prior to joining the firm, she worked at Restaurant365 and DealerSocket, and earlier at Powdr Corp. Roberts Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and other investment advisers. The firm manages client portfolios using fundamental analysis and long-term strategies, serving both individual and institutional clients, including other advisory firms and plan sponsors.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Brian R

CFA®

Menlo Park, CA

Roberts Wealth Advisors, LLC

Brian Roberts is a CFA® charterholder and principal at Roberts Wealth Advisors, LLC with 12 years of industry experience. He previously worked at Nelson Roberts Investment Advisors, LLC for 16 years before joining his current firm in 2020. Roberts Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and other investment advisers. The firm employs fundamental analysis and long-term strategies across a range of public and private investments and offers services to both individual and institutional clients, including other advisory firms.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Ryan W

CFA®, Series 65

Park City, UT

Roberts Wealth Advisors, LLC

Ryan Walsh is a CFA® charterholder and holds a Series 65 license, with 11 years of industry experience. He has worked at Roberts Wealth Advisors, LLC since 2021 and previously spent seven years at Northwest Asset Management, LLC. Roberts Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and other investment advisers. The firm manages client portfolios using fundamental analysis and long-term strategies, serving both individual and institutional clients with discretionary portfolio management and investment consulting services.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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