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Building 2ROBERTS WEALTH ADVISORS, LLC

Map pinMENLO PARK, CA
Phone650-240-2410
NotebookSEC #801-118928
Total AUM
$446M
Employees
6
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
611 SANTA CRUZ AVENUE
SUITE 203
MENLO PARK
CA 94025
United States
Operating Hours
7:30AM - 4:30PM
Monday - Friday
Phone
650-240-2410
Other Offices
1

ReceiptFinancials

Total AUM
$446M
Accounts
450
Discretionary
$446M
Accounts
450
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$8.4M
HNW Individual Clients
126
AUM
$396.7M
Pension/Profit Sharing Plan Clients
1
AUM
$12M
Investment Advisor Clients
2
AUM
$8.3M
Corporation or Business Clients
1
AUM
$20.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXUTWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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