Roberts Wealth Advisors, LLC
Roberts Wealth Advisors, LLC is a registered investment adviser headquartered in Menlo Park, California, founded in 2020 by Brian Patrick Roberts. The firm specializes in wealth and asset management for high net worth individuals and families, integrating tax, estate, philanthropy, and family objectives into long-term financial planning. With approximately 6 employees, Roberts Wealth Advisors is a fiduciary, regulated by the SEC, and serves primarily high net worth individuals and select retirement plans, providing personalized portfolio management, financial planning, and retirement consulting.
Investment Strategy
Roberts Wealth Advisors integrates comprehensive wealth and asset management with a strong focus on relationship-based, customized service for high net worth individuals and families. Their strategy includes tax return analysis, estate planning, family governance, philanthropic advising, and goal-based planning to deliver maximum value. Investment management is rooted in thorough market and security analysis, leveraging technology for remote or in-person service, and proactive communication that adapts portfolios to client needs. The firm operates as a fiduciary, aligning interests exclusively with the client’s best interests.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | J P MORGAN EXCHANGE TRADED F | 6.63% | $24.9M | 491,375 | $50.62 | $50.73 | +$1.9M |
A AAPL | APPLE INC | 6.19% | $23.3M | 91,384 | $164.70 | $254.63 | +$4.2M |
G GOOG | ALPHABET INC | 5.28% | $19.9M | 81,513 | $132.63 | $243.55 | +$5.1M |
M MSFT | MICROSOFT CORP | 5.06% | $19.0M | 36,756 | $283.14 | $517.95 | +$195.4K |
J JSCP | J P MORGAN EXCHANGE TRADED F | 4.71% | $17.7M | 371,733 | $47.41 | $47.61 | +$5.0M |