Roberts Wealth Management
Financial Services • 
Sugar Land, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 1650 Highway 6, Suite 250, Sugar Land, Texas 77478 , US |
| Phone number | +12812770645 |
| Websites | |
| NAICS | 52 |
| Keywords | Retirement Income Planning, Investment Planning, Tax And Estate Planning, Income Planning, 401K And Rollovers, High Net Worth Individuals And Families, Strategies For Business Owners |
| Founded | 2008 |
| Employees | 1-10 |
| Socials |
Key Contacts at Roberts Wealth Management
Paul Roberts
Founder And Chief Investment Officer
Lacey Swarts
Marketing Director
Roberts Wealth Management Email Formats
Roberts Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@robertswealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@robertswealth.com | 66.7% |
{first name}{last name} | johndoe@robertswealth.com | 33.3% |
About Roberts Wealth Management
We know the life of your finances can take some unexpected turns. But you shouldn't have to navigate the ebb and flow of that financial journey alone or without a plan you can count on. That's why we at Roberts Wealth work hard to give you a high level of confidence in your financial future while also treating you as more than simply a client. We have families too and believe in caring for you the way we would care for them. We take our role as your fiduciary seriously. It's our job to keep an eye on changing trends, technologies, and opportunities so we can give you our input as experts alongside our care as a friend. At Roberts, your money matters to us because YOU matter to us. Warm Regards, April Roberts & The Team at Roberts Wealth Management Investment Advisory Services offered through RWM Capital LLC, a Registered Investment Adviser.
Roberts Wealth Management revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Roberts Wealth Management has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Roberts Wealth Management has never raised funding before.
Roberts Wealth Management Tech Stack
Discover the technologies and tools that power Roberts Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Web servers
Reverse proxies
Netherlands
Taiwan, Province of China
Czechia
Frequently asked questions
4.8
40,000 users
