0001754960-24-000155.txt : 20240418 0001754960-24-000155.hdr.sgml : 20240418 20240417190640 ACCESSION NUMBER: 0001754960-24-000155 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240417 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Roberts Wealth Advisors, LLC CENTRAL INDEX KEY: 0001885319 ORGANIZATION NAME: IRS NUMBER: 850955391 STATE OF INCORPORATION: CA FISCAL YEAR END: 1221 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21375 FILM NUMBER: 24852427 BUSINESS ADDRESS: STREET 1: 855 EL CAMINO REAL, #311 BUILDING 5 CITY: PALO ALTO STATE: CA ZIP: 94301 BUSINESS PHONE: 6502402410 MAIL ADDRESS: STREET 1: 855 EL CAMINO REAL, #311 BUILDING 5 CITY: PALO ALTO STATE: CA ZIP: 94301 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001885319 XXXXXXXX 03-31-2024 03-31-2024 Roberts Wealth Advisors, LLC

855 EL CAMINO REAL, #311 BUILDING 5 PALO ALTO CA 94301

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