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| Happy Holidays!! thanks for using AUM13F!! |
| Roberts Wealth Advisors LLC
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| CRD # | 308827 |
| SEC # | 801-118928 |
| CIK # | 0001885319 |
| AUM | $385.4 M (2025-03-25) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 650-240-2410 |
| Address | 1550 El Camino Real Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001885319 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.0 | ||
| Microsoft Corp | 18.8 | ||
| Alphabet Inc | 14.7 | ||
| Amazon Com Inc | 12.2 | ||
| Ingersoll-Rand PLC | 9.7 | ||
| J P Morgan Chase & Co | 7.3 | ||
| American Tower Corp /MA/ | 6.1 | ||
| Walt Disney Co | 6.0 | ||
| Take Two Interactive Software Inc | 6.0 | ||
| VISA Inc | 5.9 | ||
| Costco Wholesale Corp /NEW | 5.6 | ||
| Cisco Systems Inc | 5.5 | ||
| Qualcomm Inc/DE | 5.1 | ||
| Merck & Co Inc | 5.1 | ||
| FPL Group Inc | 5.1 | ||
| Linde PLC | 5.0 | ||
| Ventas Inc | 4.6 | ||
| Salesforce Com Inc | 4.5 | ||
| Procter & Gamble Co | 4.5 | ||
| Intuit Inc | 4.5 | ||
| Williams Sonoma Inc | 4.4 | ||
| Rockwell Automation Inc | 4.4 | ||
| II-VI Inc | 4.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 6.3 |
| (b) Individuals (high net worth individuals) | 118 | 362.7 |
| (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 | 10.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 6.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 433 | 385.4 |
| By Discretionary | ||
| Discretionary | 433 | 385.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 433 | 385.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.4 | |
| Total | 433 | 385.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001885319] |
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|---|---|---|
|
Precision Wealth Strategies LLC
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MO | 0.4 |
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PFW Advisors LLC
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GA | 0.4 |
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Trellis Wealth Advisors LLC
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CA | 0.4 |
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Curbstone Financial Management Corporation
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NH | 0.4 |
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Lakeside Advisors Inc
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WA | 0.4 |
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Planned Asset Management LLC
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CA | 0.4 |
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Rooney Capital Management Inc
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0.4 | |
|
Cambridge Capital Management LLC
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|
IL | 0.4 |
|
The Martin Worley Group
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UT | 0.4 |
|
Old North State Wealth Management LLC
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NC | 0.4 |