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Ryan William Walsh

Roberts Wealth Advisors, LLC

Menlo Park, CA

Park City, UT

CRD 6118984

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Employer firm

Roberts Wealth Advisors, LLC CRD 308827

$446M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Roberts Wealth Advisors, Llc

611 Santa Cruz Avenue Suite 203, Menlo Park, CA 94025 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-03-09
WA RA APPROVED 2021-07-23
  • UT RA
    APPROVED
    Since 2023-03-09
  • WA RA
    APPROVED
    Since 2021-07-23

Branch Locations

611 Santa Cruz Avenue Suite 203, Menlo Park, CA 94025 • United States

1245 Deer Valley Drive Suite 3A, Park City, UT 84060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwest Asset Management, Llc Mercer Island WA 03/2014 07/2021
Roberts Wealth Advisors, Llc Palo Alto CA 07/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-19
  • S65 Uniform Investment Adviser Law Examination
    2014-08-19
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

CHARLES RICHARD LEVY
FRANK HARVEY ALMENDAREZ
JAMES MATTHEW PALLESCHI

Nearby Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA

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