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| Robertson Stephens Wealth Management LLC
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| CRD # | 289977 |
| SEC # | 801-111814 |
| CIK # | 0001767307, 0000176307 |
| AUM | $8.8 B (2026-04-01) |
| Employees | 118 (57% Investors, 23% Brokers) |
| Phone | 415-500-6810 |
| Address | 455 Market Street San Francisco, CA 94105-2442 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001767307 0000176307 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Applovin Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Robertson Stephens Connected Data LLC | [2016-03-30] | 3.3 | 0.0 |
| VC | Robertson Stephens Liquidspace LLC | [2016-03-30] | 3.3 | 3.2 |
| VC | Robertson Stephens Revel LLC | [2016-03-30] | 3.3 | 10.4 |
| VC | Robertson Stephens Sellpoints LLC | [2016-03-30] | 3.3 | 0.1 |
| VC | Robertson Stephens Smule LLC | [2016-03-30] | 4.0 | 6.5 |
| VC | Robertson Stephens Soasta LLC | [2016-03-30] | 1.7 | 0.0 |
| VC | Robertson Stephens TR LLC | [2016-03-30] | 3.3 | 0.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 980 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,256 | 6.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 38 | 1.4 |
| (h) Charitable organizations | 10 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 8,592 | 8.8 |
| By Discretionary | ||
| Discretionary | 8,242 | 7.0 |
| Non-Discretionary | 350 | 1.8 |
| Total | 8,592 | 8.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 8.7 | |
| Total | 8,592 | 8.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Derek Smith | 33 | 4 | ||
| Roth Capital Partners LLC | 8 | 2 | ||
| Mark Kuhr | 5 | 2 | ||
| Jay Kaplan | 5 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767307] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Geneos Wealth Management Inc
✚
|
CO | 9.2 |
|
Axxcess Wealth Management LLC
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|
CA | 8.9 |
|
Snowden Capital Advisors LLC
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|
NY | 8.9 |
|
US Capital Wealth Advisors LLC
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|
TX | 8.8 |
|
Marcuard Family Office Ltd
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|
8.7 | |
|
TD Private Client Wealth LLC
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|
NY | 8.6 |
|
One Capital Management LLC
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|
CA | 8.5 |
|
Northwest Capital Management Inc
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|
OR | 8.5 |
|
Synovus Securities Inc
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|
GA | 8.4 |
|
Zhang Financial LLC
✚
|
MI | 8.4 |