| Name | Title | Ownership | Since |
|---|---|---|---|
| David Westbrook Control | Chief Financial Officer | Under 5% | 2018 |
| Michael James Curley Control | Chief Compliance Officer | Under 5% | 2018 |
| Rajarshi Bhattacharyya Control | Chief Executive Officer | Under 5% | 2020 |
Robertson Stephens Wealth Management, LLC reports $7.1 billion in regulatory assets under management on its Form ADV.
Robertson Stephens Wealth Management, LLC reports 113 employees.
Robertson Stephens Wealth Management, LLC is based in San Francisco, CA and has been SEC-registered since 2017.
Robertson Stephens Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 455 Market Street, Ste. 1450, San Francisco, CA 94105-2442 |
| Phone | 415-500-6810 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 176307 |
| Discloses disciplinary history | No |
| Discretionary | $5.62B |
| Non-discretionary | $1.52B |
| Total (RAUM) | $7.14B |