Robertson Stephens Holdings, LLC
Managing MemberRobertson Stephens Wealth Management, LLC
About Robertson Stephens Holdings, LLC
Robertson Stephens Holdings, LLC is listed as Managing Member at Robertson Stephens Wealth Management, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Robertson Stephens Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Robertson Stephens Holdings, LLC work?
Robertson Stephens Holdings, LLC is listed as Managing Member at Robertson Stephens Wealth Management, LLC on SEC Form ADV.
How much of Robertson Stephens Wealth Management, LLC does Robertson Stephens Holdings, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.
Robertson Stephens Wealth Management, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |