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Robertson Stephens Wealth Management, LLC

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Company Details

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 2026
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

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 10020 W FAIRVIEW AVE, STE 104, BOISE, ID 83704

Manager

Name Role Address Appointed On
Robertson Stephens Holdings, LLC Manager 455 MARKET STREET, SAN FRANCISCO, CA 94105-2444 2020-08-20

Governor

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

Filing Name Filing Number Filing date
Annual Report 0006397192 2025-08-11
Registered Agent Name/Address Change (mass change) 0006273038 2025-05-27
Statement of Change of Business Mailing Address 0005875308 2024-08-31
Annual Report 0005875307 2024-08-31
Annual Report 0005376824 2023-08-31

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Date of last update: 16 Aug 2025

Sources: Idaho Secretary of State