# Roberts Wealth Advisors

Roberts Wealth Advisors is a Multi Family Office based in Menlo Park, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Menlo Park, United States
- **Region:** North America
- **Address:** 1245 Deer Valley Drive #3A, Park City, UT 84060, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** roberts-wa.com
- **LinkedIn:** https://www.linkedin.com/company/roberts-wa

## Regulatory record

- **CRD number:** 308827
- **SEC file number:** 801-118928
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308827

## About

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.

## Offices

- Menlo Park, CA, United States

## People

- Brian Roberts — Founder
- Suzanne Herman — Wealth Management
- Sarah Whitman — Portfolio Operations
- Ryan Walsh — Research
- Ella Pepin — Wealth Management
- Connor Augusta — Research

## 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.

### 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.

## Related profiles

- [Robertson Wealth Management](https://altss.com/profile/robertson-wealth-management)
- [Robert Toigo Foundation](https://altss.com/profile/robert-toigo-foundation)

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Last updated: 2026-07-06T01:24:24.549Z

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