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Roberts Wealth Advisors

EST. AUM
$445,994,091

CONTACTS
2

CLIENT ACCOUNTS
450

Firm Details

Metro area San Jose
CRD Number 308827
Website roberts-wa.com
Client types

Overview

Roberts Wealth Advisors is a boutique wealth and asset management firm with offices in Menlo Park, CA, and Park City, UT. Specializing in serving high-net-worth individuals and families, the firm offers a comprehensive range of services, including tax return analysis, estate planning, and portfolio management. With a personalized approach, Roberts Wealth Advisors tailors strategies to align with clients' unique financial goals, ensuring seamless integration across all aspects of wealth management. Their team of experienced professionals is dedicated to providing expert guidance and building lasting relationships, fostering financial security and long-term success for their clients.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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