Brian Patrick Roberts
Investment adviser representative at Roberts Wealth Advisors, LLC
22 yearsExperience
3 statesRegistered in
CFADesignation
$446MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Roberts Wealth Advisors, LLCNov 2020 to now
- Nelson Roberts Investment Advisors, LLCFeb 2004 to Oct 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, UT).
Roberts Wealth Advisors, LLC
$446MAssets managed
150Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4458697
- Firm CRD
- 308827