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Roberts Wealth Advisors
Roberts Wealth Advisors is an SEC-registered investment adviser in Menlo Park, CA, registered since 2020. The firm manages approximately $446 million in...
Roberts Wealth Advisors
Roberts Wealth Advisors is an SEC-registered investment adviser in Menlo Park, CA, registered since 2020. The firm manages approximately $446 million in assets. It has 6 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Menlo Park
Corporate office
1245 Deer Valley Drive #3A, Park City, UT 84060, United States
Additional offices
Menlo Park, CA, United States
Principals
Brian Roberts
Founder
Suzanne Herman
Wealth Management
Sarah Whitman
Portfolio Operations
Ryan Walsh
Research
Ella Pepin
Wealth Management
Connor Augusta
Research
Frequently asked questions
Who runs investment decisions at Roberts Wealth Advisors?
Founder Brian Roberts, a CFA charterholder based in Menlo Park, leads portfolio management. Research is supported by Ryan Walsh (CFA, FRM) and Connor Augusta. Suzanne Herman, a CFP and CPA, handles the wealth-management and planning integration.
How does Roberts Wealth Advisors source and manage its investments?
The firm runs an internal research process that blends market and security analysis to build intelligent portfolio designs. It does not disclose a proprietary sourcing model, and there is no evidence of a fund-commitment or co-investment program — it appears to manage direct portfolios for each client.
Does Roberts Wealth Advisors participate in fund commitments or only direct deals?
The firm's published materials describe only direct portfolio management based on internal security analysis. No fund-of-funds, club deals, or co-investment vehicles are mentioned.
What is the tax and estate planning integration at Roberts Wealth Advisors?
Suzanne Herman, a CFP and CPA, leads a wealth-analysis process that incorporates tax-return review, estate-plan evaluation, and philanthropic objectives into short- and long-term financial goals. This planning layer runs alongside the asset management function.
Does Roberts Wealth Advisors maintain philanthropic structures, and how are they separated?
Philanthropic objectives are addressed as part of the firm's wealth management service, but no separate philanthropic entity or foundation is disclosed. The planning process treats charitable goals as integrated components of a family's financial plan.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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