# Roberts Wealth Advisors, LLC

> Roberts Wealth Advisors, LLC is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 308827
- Filed as: ROBERTS WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308827
- AdvisorCensus page: https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827

## Quick answers

**How is Roberts Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Roberts Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Roberts Wealth Advisors, LLC located?**
Roberts Wealth Advisors, LLC's principal office is in Menlo Park, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Roberts Wealth Advisors, LLC registered with the SEC or a state?**
Roberts Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308827.

**How much does Roberts Wealth Advisors, LLC manage?**
Roberts Wealth Advisors, LLC reports $445,994,091 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Roberts Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Roberts Wealth Advisors, LLC: Regulatory assets under management: $225,270,369 in the October 2021 data and $445,994,091 in the October 2026 data, up 98%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Roberts Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (126); individuals (other than high net worth individuals) (20); other investment advisers (2).

**Which custodians does Roberts Wealth Advisors, LLC use?**
Roberts Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Roberts Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308827

**What changed in Roberts Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 4. Regulatory assets under management went from $385,388,641 to $445,994,091 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $445,994,091
- Discretionary: $445,994,091
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $8,367,606 |
| High net worth individuals | 126 | $396,721,832 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $12,018,161 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 2 | $8,316,544 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $20,569,948 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Park City, UT

### Websites listed on Form ADV (Item 1.I)
- roberts-wa.com
- LinkedIn @roberts-wa

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $225,270,369 | 4 | July 15, 2021 |
| October 2022 | $299,061,230 | 6 | March 15, 2022 |
| October 2023 | $253,691,947 | 5 | March 9, 2023 |
| October 2024 | $306,073,053 | 6 | March 12, 2024 |
| October 2025 | $385,388,641 | 6 | March 25, 2025 |
| October 2026 | $445,994,091 | 6 | March 17, 2026 |

Regulatory assets under management: $225,270,369 in the October 2021 data and $445,994,091 in the October 2026 data, up 98%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 4.
- Regulatory assets under management went from $385,388,641 to $445,994,091 (+16%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Roberts Wealth Advisors, LLC (CRD 308827): Form ADV filing data as of October 2026.