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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) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001885319] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Focused Alpha LLC
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|
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 |