Data / Investment advisers / California / Roberts Wealth Advisors, LLC
Roberts Wealth Advisors, LLC, Menlo Park, CA: $446 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Roberts Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Menlo Park, California and reports $446 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include high net worth individuals, corporations and other businesses and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Roberts Wealth Advisors, LLC (CRD number 308827): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 308827
- SEC file number
- 801-118928
- SEC status
- Approved, effective June 15, 2020
- Main office
- 611 Santa Cruz Avenue Suite 203, Menlo Park, CA 94025
- Phone
- (650) 240-2410
- Website
- roberts-wa.com
- Regulatory AUM
- $445,994,091 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $445,994,091
- Accounts
- 450
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 126 | $396.7 million |
| Corporations or other businesses | 1 | $20.6 million |
| Pension and profit sharing plans | 1 | $12 million |
| Individuals (other than high net worth individuals) | 20 | $8.4 million |
| Other investment advisers | 2 | $8.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $446 million | March 17, 2026 |
| December 1, 2025 | $385.4 million | March 25, 2025 |
Other advisers in Menlo Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Peakview Capital | Menlo Park | $646.4 million | 10 | adviserinfo.sec.gov |
| Avalon Capital Management | Menlo Park | $582.2 million | Not listed | adviserinfo.sec.gov |
| Augnition Global Investors | Menlo Park | $571.1 million | 2 | adviserinfo.sec.gov |
| Structural Capital Management Company II, LP | Menlo Park | $495.8 million | 7 | adviserinfo.sec.gov |
| Red Iron Group Management, LLC | Menlo Park | $461.6 million | 4 | adviserinfo.sec.gov |
| BGV VC Management LLC | Menlo Park | $433 million | 12 | adviserinfo.sec.gov |
| Menlo Advisors LLC | Menlo Park | $369.7 million | 1 | adviserinfo.sec.gov |
| Tiemann Investment Advisors, LLC | Menlo Park | $341.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Menlo Park, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Roberts Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.