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| Roberts Wealth Advisors LLC
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| |
|---|---|
| CRD # | 308827 |
| SEC # | 801-118928 |
| CIK # | 0001885319 |
| AUM | $306.1 MM (2024-03-12) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 650-240-2410 |
| Address | 1550 El Camino Real Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 21.1 | |
| MSFT | 1,918,222.4 | 17.4 | |
| GOOG | 1,482,566.4 | 15.6 | |
| AMZN | 1,092,997.8 | 11.0 | |
| TT | 30,146.9 | 8.6 | |
| JPM | 340,169.2 | 7.7 | |
| QCOM | 147,392.0 | 7.1 | |
| COST | 207,576.9 | 5.1 | |
| AMT | 117,747.1 | 4.8 | |
| V | 419,260.5 | 4.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 4.9 |
| (b) Individuals (high net worth individuals) | 106 | 289.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 8.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 3.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 367 | 306.1 |
| By Discretionary | ||
| Discretionary | 367 | 306.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 367 | 306.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.1 | |
| Total | 367 | 306.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001885319] |
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|---|---|---|
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Focused Alpha LLC
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CO | 0.3 |
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RFP Financial Group LLC
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Kathleen S Wright Associates Inc
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Boyd Wealth Management LLC
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Avisen Advisors LLC
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Tumwater Wealth Management LLC
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ID | 0.3 |