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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) |
| Fees | |
| Minimum | |
| Phone | 650-240-2410 |
| Address | 611 Santa Cruz Avenue Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001885319 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Costco Wholesale Corp /NEW | 5.5 | ||
| Walt Disney Co | 5.2 | ||
| Linde PLC | 5.2 | ||
| Williams Sonoma Inc | 5.1 | ||
| Take Two Interactive Software Inc | 5.1 | ||
| Rockwell Automation Inc | 4.9 | ||
| Visa Inc | 4.8 | ||
| GlaxoSmithKline PLC | 4.7 | ||
| Thermo Fisher Scientific Inc | 4.7 | ||
| American Tower Corp /MA/ | 4.6 | ||
| Tradeweb Markets Inc | 4.3 | ||
| Cameco Corp | 4.3 | ||
| Procter & Gamble Co | 4.3 | ||
| Intuitive Surgical Inc | 4.1 | ||
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| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stephenson and Company Inc
✚
|
CA | 447.0 M |
|
Leslie Global Wealth LLC
✚
|
IL | 446.8 M |
|
United Advisors America Corporation
✚
|
TX | 446.5 M |
|
Wealth Navigation LLC
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|
UT | 446.3 M |
|
L K Benson & Company PC
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MD | 446.2 M |
|
Peak Wealth Management LLC
✚
|
MI | 446.0 M |
|
Maxim Financial Advisors LLC
✚
|
NY | 445.5 M |
|
Newton One Investments LLC
✚
|
DE | 445.5 M |
|
Spectrum Wealth Advisory Group LLC
✚
|
CA | 445.4 M |
|
Robinson Smith Wealth Advisors LLC
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|
ME | 444.9 M |