# ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 289977
- Type: SEC-registered investment adviser
- SEC file number: 801-111814
- Location: 455 MARKET STREET, STE. 1450, SAN FRANCISCO, CA, 94105-2442
- Phone: 415-500-6810
- Latest filing: 2026-04-01
- Regulatory AUM: $8.8B
- Discretionary AUM: $7.0B
- Non-discretionary AUM: $1.8B
- Clients: 118
- Accounts: 8,592

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Gaurav Bhandari | MANAGER; MANAGER & SOLE MEMBER; MEMBER | New York, NY |
| Stuart Katz | CHIEF INVESTMENT OFFICER | — |
| Michael James Curley | CHIEF COMPLIANCE OFFICER | — |
| David Westbrook | CHIEF FINANCIAL OFFICER | — |
| Vikram Chugh | CHIEF OPERATING OFFICER | New York, NY |
| William Tobin Whamond | PRESIDENT | — |
| Rajarshi Bhattacharyya | CHIEF EXECUTIVE OFFICER | — |
| BRITT HARRIET JAYNE | CHIEF COMPLIANCE OFFICER | — |
| JONES LESLEY LYNN | CHIEF COMPLIANCE OFFICER | — |
| WESTBROOK DAVID | CHIEF FINANCIAL OFFICER | — |
| REINHARD ELI | UNIT HOLDER | — |
| CODDINGTON JEFFREY MICHAEL | INTERIM CFO | — |
| CURLEY MICHAEL JAMES | CHIEF COMPLIANCE OFFICER | — |
| LINDNER ANTHONY MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| BHANDARI GAURAV | MANAGER; MANAGER & SOLE MEMBER; SOLE MANAGER & MEMBER (+1 more) | — |
| RILEY WARREN BURTON | PRESIDENT & CEO | — |
| CADER ANDREW | MEMBER; UNIT HOLDER | — |
| KATZ STUART | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER; PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| CHUGH VIKRAM | CHIEF OPERATING OFFICER | — |
| WHAMOND WILLIAM TOBIN | PRESIDENT | — |
| KENGETER CARSTEN | MEMBER | — |
| BHATTACHARYYA RAJARSHI | CHIEF EXECUTIVE OFFICER | — |
| KENGETER CARSTEN NORBERT | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289977/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289977/similar
- Related entities: https://search.stillhousedata.com/firm/289977/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289977

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.