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| Roberts Wealth Advisors LLC
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|---|---|
| CRD # | 308827 |
| SEC # | 801-118928 |
| CIK # | 0001885319 |
| AUM | 446.0 M (2026-03-17) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 650-240-2410 |
| Address | 611 Santa Cruz Avenue Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 23.5 | ||
| Alphabet Inc | 19.3 | ||
| Microsoft Corp | 12.6 | ||
| Amazon Com Inc | 11.5 | ||
| Ingersoll-Rand PLC | 9.1 | ||
| II-VI Inc | 8.4 | ||
| Merck & Co Inc | 8.0 | ||
| J P Morgan Chase & Co | 7.2 | ||
| FPL Group Inc | 7.0 | ||
| Cisco Systems Inc | 5.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 8.4 |
| (b) Individuals (high net worth individuals) | 126 | 396.7 |
| (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 | 12.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 8.3 |
| (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 | 20.6 |
| (n) Other | 0 | 0.0 |
| Total | 450 | 446.0 |
| By Discretionary | ||
| Discretionary | 450 | 446.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 450 | 446.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 446.0 | |
| Total | 450 | 446.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001885319] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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