Robertson Stephens Wealth Management LLC

Robertson Stephens Wealth Management LLC, a DE Limited Liability Company, is a small but efficient firm with 15 employees, 12 of whom serve in advisory roles. While the number of clients served by the firm is unknown, its Approved SEC status and recent registration mean clients can trust that Robertson Stephens Wealth Management LLC adheres to high regulatory standards.

• DAVID WESTBROOK

  CHIEF FINANCIAL OFFICER owns less than 5%

• MICHAEL JAMES CURLEY

  CHIEF COMPLIANCE OFFICER owns less than 5%

• ROBERTSON STEPHENS HOLDINGS, LLC

  MANAGING MEMBER owns 75% or more

• STUART KATZ

  PRESIDENT & CHIEF EXECUTIVE OFFICER owns less than 5%

• VIKRAM CHUGH

  CHIEF OPERATING OFFICER owns less than 5%

• ANDREW CADER

  MEMBER owns more than 25% but less than 50%

• GAURAV BHANDARI

  SOLE MANAGER & MEMBER owns 75% or more

• LAC INV - RS LLC

  UNIT HOLDER owns more than 50% but less than 75%

• LAC RS MANAGER, LLC

  SOLE MANAGER

• WILLIAM TOBIN WHAMOND

  PRESIDENT

• EISNER AMPNER
  United States

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