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- Custodian
- Charles Schwab & Company ยท SSG
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-15-2020
- Office Locations
- 2
Office Locations
About Roberts Wealth Advisors, LLC
Roberts Wealth Advisors is a CFA-led RIA integrating wealth planning and discretionary asset management for high-net-worth individuals and families. The firm incorporates tax return analysis, estate plan review, and family/philanthropic goals into financial plans. Portfolios are built from market and security analysis, often implemented with ETFs, and are typically custodied at Schwab; clients are served remotely or in person from Menlo Park and Park City.
Team overview
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Client Personas
Investment Themes
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Owner & Executives
BRIAN PATRICK ROBERTS
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4458697
- Ownership
- 75% or more
Suzanne Marie Herman
Director of Wealth Planning, PARTNER
- CRD
- #7407290
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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RYAN WILLIAM WALSH
Senior Equity Analyst
- CRD
- #6118984
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $445,994,091 | $991,098 |
| Non-Discretionary | $0 | -- |
| Total | $445,994,091 | $991,098 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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