Roberts Wealth Management Employee Directory

Q: What is Roberts Wealth Management known for?

Roberts Wealth Management was founded in 2008. Roberts Wealth Management operates in the Financial Services industry.

Q: How many employees does Roberts Wealth Management have currently?

Roberts Wealth Management has approximately 11 employees.

Financial ServicesTexas, United States11-50 Employees

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.

Find Roberts Wealth Management employees' phone numbers or email addresses

Roberts Wealth Management Global Highlights

North America
30

United States Of America
30

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Roberts Wealth Management's Leadership

A. R.
Chief Executive Officer, Wealth Advisor
Mobile Phone
Email
D. P.
Chief Financial Officer
Mobile Phone
Email
H. A.
Chief Fiduciary Advisor
Mobile Phone
Email
P. R.
Founder And Chief Investment Officer
Mobile Phone
Email
I. P. C. F.
Founder/Director
Mobile Phone
Email
L. S.
Marketing Director
Mobile Phone
Email
B. R.
Director Of First Impressions
Mobile Phone
Email
K. C.
Controller
Mobile Phone
Email

Contact profiles from Roberts Wealth Management

Name

Title

Contact Info

Location

Last Update

J. R.
Security
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
S. V.
Insurance Specialist
Mobile Phone
Email
Oct 17, 2024
V. B.
Support Staff
Mobile Phone
Email
Oct 23, 2024
W. R.
Certified Financial Planner
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Roberts Wealth Management known for?

Roberts Wealth Management was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 1650 Highway 6, Suite 250; you can contact the main corporate office by phone at

+1-281-277-****

. Explore Roberts Wealth Management's company overview page for more information.

What is Roberts Wealth Management's most common email format?

Roberts Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Roberts Wealth Management email formats with LeadIQ.

How many employees does Roberts Wealth Management have currently?

Roberts Wealth Management has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Roberts Wealth Management's key employees and leadership?

As of December 2025, Roberts Wealth Management's key employees include:

Chief Executive Officer, Wealth Advisor: A. R.
Chief Financial Officer: D. P.
Chief Fiduciary Advisor: H. A.
Founder And Chief Investment Officer: P. R.
Founder/Director: I. P. C. F.

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