Roberts Wealth Advisors LLC

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Assets, Funds, Holdings

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Roberts Wealth Advisors LLC
CRD #308827
SEC #801-118928
CIK #0001885319
AUM $306.1 MM (2024-03-12)
Employees 6 (100% Investors, 0% Brokers)
Phone650-240-2410
Address1550 El Camino Real
Menlo Park, CA 94025
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002009201420192025
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 ($MM)
3002401801206002020202120232025
AUM Breakdown Accounts AUM ($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]
Comparable Firms State AUM ($BB)
Focused Alpha LLC
CO 0.3
RFP Financial Group LLC
GA 0.3
MWM Group LLC
NY 0.3
CornerStone Financial Planning LLC
NH 0.3
Wasserman Wealth Management LLC
MI 0.3
Kathleen S Wright Associates Inc
PA 0.3
Nikulski Financial Inc
IA 0.3
Boyd Wealth Management LLC
CA 0.3
Avisen Advisors LLC
CA 0.3
Tumwater Wealth Management LLC
ID 0.3
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