Robertson Stephens Wealth Management, LLC
● SEC registered since 2017CRD 289977SEC# 801-111814San Francisco, CA
Reg. AUM
$8.76B
Employees
118
Accounts
8,592
Location
San Francisco, CA
Robertson Stephens Wealth Management, LLC assets under management
Robertson Stephens Wealth Management, LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2017. It reports $8.8 billion in regulatory assets under management and employs 118 people.
Robertson Stephens Wealth Management, LLC owners & executives
16 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Robertson Stephens Wealth Management, LLC manage?
Robertson Stephens Wealth Management, LLC reports $8.8 billion in regulatory assets under management on its Form ADV.
How many employees does Robertson Stephens Wealth Management, LLC have?
Robertson Stephens Wealth Management, LLC reports 118 employees.
Where is Robertson Stephens Wealth Management, LLC located?
Robertson Stephens Wealth Management, LLC is based in San Francisco, CA and has been SEC-registered since 2017.
Does Robertson Stephens Wealth Management, LLC disclose fund performance?
Robertson Stephens Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$8.76B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$8.76Bregulatory AUM
Discretionary $6.99BNon-discretionary $1.77B