Robertson Stephens Wealth Management, LLC

Entity
Company
Business address
455 Market Street, Suite 1450, 94105-2442 San Francisco, CA
Phone
(415) 500-6835
State of incorporation
DE
Fiscal year end
December 31
Signature 13F
Vikram Chugh - Chief Operating Officer
All SEC filings
View on sec.gov
Robertson Stephens Wealth Management, LLC has filed 29 SEC EDGAR filings since 2/12/2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 22, 2025 Jun 30, 2025 028-19136
13F-HR Open Document Open Filing Jul 24, 2025 Jun 30, 2025 028-19136
13F-HR Open Document Open Filing Apr 17, 2025 Mar 31, 2025 028-19136
13F-HR Open Document Open Filing Jan 27, 2025 Dec 31, 2024 028-19136
13F-HR Open Document Open Filing Nov 12, 2024 Sep 30, 2024 028-19136
N-PX Open Document Open Filing Aug 30, 2024 Jun 30, 2024 028-19136
13F-HR Open Document Open Filing Aug 13, 2024 Jun 30, 2024 028-19136
13F-HR Open Document Open Filing May 15, 2024 Mar 31, 2024 028-19136
13F-HR Open Document Open Filing Feb 6, 2024 Dec 31, 2023 028-19136
13F-HR Open Document Open Filing Nov 13, 2023 Sep 30, 2023 028-19136
13F-HR Open Document Open Filing Aug 11, 2023 Jun 30, 2023 028-19136
13F-HR Open Document Open Filing May 11, 2023 Mar 31, 2023 028-19136
13F-HR Open Document Open Filing Feb 14, 2023 Dec 31, 2022 028-19136
13F-HR Open Document Open Filing Nov 14, 2022 Sep 30, 2022 028-19136
13F-HR Open Document Open Filing Aug 12, 2022 Jun 30, 2022 028-19136
13F-HR Open Document Open Filing May 16, 2022 Mar 31, 2022 028-19136
13F-HR Open Document Open Filing Feb 14, 2022 Dec 31, 2021 028-19136
13F-HR Open Document Open Filing Nov 10, 2021 Sep 30, 2021 028-19136
13F-HR Open Document Open Filing Aug 17, 2021 Jun 30, 2021 028-19136
13F-HR Open Document Open Filing May 7, 2021 Mar 31, 2021 028-19136
13F-HR Open Document Open Filing Feb 10, 2021 Dec 31, 2020 028-19136
13F-HR Open Document Open Filing Nov 10, 2020 Sep 30, 2020 028-19136
13F-HR Open Document Open Filing Aug 12, 2020 Jun 30, 2020 028-19136
13F-HR Open Document Open Filing May 1, 2020 Mar 31, 2020 028-19136
13F-HR Open Document Open Filing Feb 14, 2020 Dec 31, 2019 028-19136
13F-HR Open Document Open Filing Nov 14, 2019 Sep 30, 2019 028-19136
13F-HR Open Document Open Filing Jul 31, 2019 Jun 30, 2019 028-19136
13F-HR Open Document Open Filing May 15, 2019 Mar 31, 2019 028-19136
13F-HR Open Document Open Filing Feb 12, 2019 Dec 31, 2018 028-19136