| Name: | Robertson Stephens Wealth Management, LLC |
| Jurisdiction: | Idaho |
| Legal type: | Foreign Limited Liability Company |
| Status: | Active-Existing |
| Date of registration: | 06 Sep 2019 (6 years ago) |
| Financial Date End: | 30 Sep 2025 |
| Entity Number: | 3616817 |
| Place of Formation: | DELAWARE |
| File Number: | 679726 |
| Principal Address: | CHIEF FINANCIAL OFFICER STE 1600 455 MARKET ST SAN FRANCISCO, CA 94105-2444 |
| Mailing Address: | CHIEF FINANCIAL OFFICER STE 1450 455 MARKET ST SAN FRANCISCO, CA 94105-2442 |
| Name | Role | Address |
|---|---|---|
| C T CORPORATION SYSTEM | Agent | 1555 W SHORELINE DR, STE 100, BOISE, ID 83702 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Robertson Stephens Holdings, LLC | Manager | 455 MARKET STREET, SAN FRANCISCO, CA 94105-2444 | 2020-08-20 |
| Name | Role | Address | Appointed On | Resigned On |
|---|---|---|---|---|
| Robertson Stephens Holdings, LLC | Governor | 455 MARKET STREET, SAN FRANCISCO, CA 94105-2444 | 2021-06-16 | 2021-06-16 |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Statement of Change of Business Mailing Address | 0005875308 | 2024-08-31 |
| Annual Report | 0005875307 | 2024-08-31 |
| Annual Report | 0005376824 | 2023-08-31 |
| Registered Agent Name/Address Change (mass change) | 0004896348 | 2022-09-12 |
| Annual Report | 0004871159 | 2022-08-28 |
| Annual Report | 0004428519 | 2021-09-27 |
| Amendment of Foreign Registration Statement | 0004314840 | 2021-06-16 |
| Statement of Change of Business Mailing Address | 0004314833 | 2021-06-14 |
| Annual Report | 0003976585 | 2020-08-20 |
| Initial Filing | 0003616817 | 2019-09-06 |
Date of last update: 14 Apr 2025
Sources: Idaho Secretary of State
