Robertson Stephens Wealth Management LLC
Legal Name: ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
Full Contact Details
Other Info
Robertson Stephens Wealth Management LLC is legally known as ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC. It is a DE Limited Liability Company. This firm has 15 employees, of which 12 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Oct 11, 2017.
Direct Owners
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DAVID WESTBROOK
CHIEF FINANCIAL OFFICER owns less than 5%
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MICHAEL JAMES CURLEY
CHIEF COMPLIANCE OFFICER owns less than 5%
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ROBERTSON STEPHENS HOLDINGS, LLC
MANAGING MEMBER owns 75% or more
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STUART KATZ
PRESIDENT & CHIEF EXECUTIVE OFFICER owns less than 5%
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VIKRAM CHUGH
CHIEF OPERATING OFFICER owns less than 5%
Indirect Owners
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ANDREW CADER
MEMBER owns more than 25% but less than 50%
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GAURAV BHANDARI
SOLE MANAGER & MEMBER owns 75% or more
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LAC INV - RS LLC
UNIT HOLDER owns more than 50% but less than 75%
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LAC RS MANAGER, LLC
SOLE MANAGER
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WILLIAM TOBIN WHAMOND
PRESIDENT
Auditors
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EISNER AMPNER
United States