ROBERTS WEALTH ADVISORS, LLC
CRD #308827 SEC #801-118928 MENLO PARK, CA 650-240-2410
SEC Registered
Total AUM
$385.4M
Discretionary
$385.4M
Employees
6
Clients
0
Accounts
433
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $385.4M | $385.4M | $0 | 6 | 0 |
| Mar 2024 | $306.1M | $306.1M | $0 | 6 | 0 |
| Mar 2024 | $306.1M | $306.1M | $0 | 6 | 0 |
| Mar 2023 | $253.7M | $253.7M | $0 | 5 | 0 |
| Mar 2022 | $299.1M | $299.1M | $0 | 6 | 2 |
| Jul 2021 | $225.3M | $223.7M | $1.5M | 4 | 2 |
| Jul 2021 | $225.3M | $223.7M | $1.5M | 4 | 2 |
| Jul 2021 | $225.3M | $223.7M | $1.5M | 4 | 2 |
| Mar 2021 | $225.3M | $223.7M | $1.5M | 4 | 2 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
| Nov 2020 | $0 | $0 | $0 | 1 | 0 |
| Jun 2020 | $0 | $0 | $0 | 1 | 0 |
| May 2020 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$385.4M
Discretionary$385.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$306.1M
Discretionary$306.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$306.1M
Discretionary$306.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$253.7M
Discretionary$253.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$299.1M
Discretionary$299.1M
Non-Disc.$0
Employees6
Clients2
DateJul 2021
Total AUM$225.3M
Discretionary$223.7M
Non-Disc.$1.5M
Employees4
Clients2
DateJul 2021
Total AUM$225.3M
Discretionary$223.7M
Non-Disc.$1.5M
Employees4
Clients2
DateJul 2021
Total AUM$225.3M
Discretionary$223.7M
Non-Disc.$1.5M
Employees4
Clients2
DateMar 2021
Total AUM$225.3M
Discretionary$223.7M
Non-Disc.$1.5M
Employees4
Clients2
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0