|
⚲
|
| Robertson Wealth Management LLC
✚
| |
|---|---|
| CRD # | 115425 |
| SEC # | 801-120446 |
| CIK # | |
| AUM | $434.4 MM (2024-03-31) |
| Employees | 16 (56% Investors, 50% Brokers) |
| Phone | 713-622-4077 |
| Address | 919 Milam St Houston, TX 77002 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 606 | 60.1 |
| (b) Individuals (high net worth individuals) | 623 | 212.9 |
| (c) Banking or thrift institutions | 1 | 11.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 11.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 15.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,229 | 312.1 |
| By Discretionary | ||
| Discretionary | 661 | 146.5 |
| Non-Discretionary | 568 | 165.5 |
| Total | 1,229 | 312.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 311.3 | |
| Total | 1,229 | 312.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Life Line Wealth Management LLC
✚
|
CA | 0.4 |
|
Fortem Financial Group LLC
✚
|
CA | 0.4 |
|
Gagnon Securities LLC
✚
|
NY | 0.4 |
|
The Cavanaugh Group Inc
✚
|
SC | 0.4 |
|
Kennerman Associate Inc
✚
|
NY | 0.4 |
|
Bromfield Sneider Wealth Advisors Inc
✚
|
MA | 0.4 |
|
Seabridge Investment Advisors LLC
✚
|
NJ | 0.4 |
|
WP Advisors LLC
✚
|
CA | 0.4 |
|
Mulholland Wealth Advisors LLC
✚
|
AZ | 0.4 |
|
Bates Financial Advisors Inc
✚
|
IL | 0.4 |