Brian Patrick Roberts

Roberts Wealth Advisors LLC provides investment advice. The private company is based in Menlo Park, CA. The company was founded in 2020 by Brian Patrick Roberts. Brian Patrick Roberts has been the CEO since 2020.

Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers.

Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX)