This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.91 fund_share=0.02 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$446MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$446M

Private client RAUM

$405MderivedItem 5.D individuals plus high net worth individuals

Private client share

91%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$149Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

450

Individual clients

20

High net worth clients

126

Custody, client assets

$88.9M

SEC number

801-118928

CIK

1885319

CRD

308827

Filings on the tape

17

First filed

May 15, 2020

Latest filed

Mar 17, 2026

Organised

Limited Liability Company, CA

Website

roberts-wa.com

• Occurred

  May 15, 2020
  First Form ADV filing

  Roberts Wealth Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:82b1579c-dfc7-10e5-3da7-06f644d0bfa5

First observed

May 15, 2020

Last observed

Mar 17, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.