ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
Doing business as ROBERTSON STEPHENS. SEC Form ADV profile.
Total regulatory AUM
$8,763,969,974
Discretionary
$6,992,879,444
Non-discretionary
$1,771,090,530
Firm details
- CRD number
- 289977
- SEC file number
- 801-111814
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 118
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.