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ROBERTSON STEPHENS
Legal name: ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
CRD 289977File 801-111814
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.76B
Top 10% of cohort (national)
Discretionary AUM
$6.99B
Non-discretionary $1.77B
Clients
2,295
8,592 accounts
Employees
118
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 11, 2017
- Principal office
- 455 MARKET STREET, STE. 1450, SAN FRANCISCO, CA, 94105-2442
- Phone
- 415-500-6810
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.76B
- Discretionary AUM
- $6.99B
- Non-discretionary AUM
- $1.77B
- Discretionary accounts
- 8,242
- Non-discretionary accounts
- 350
- Total accounts
- 8,592
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $156.1M |
| Charitable organizations | 10 | $118.6M |
| High net worth individuals | 1,256 | $6.73B |
| Pension and profit sharing plans | 38 | $1.38B |
| Individuals (other than high net worth individuals) | 980 | $379.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.