RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
ROBERTS, BRIAN, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (4)

CA TX UT WA

Address

1550 EL CAMINO REAL
SUITE 275
MENLO PARK, CA 94025
United States
Phone: 650-240-2410