SAN FRANCISCO, Jan. 16, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today announced that it ended 2024 with $7.1 billion in advisory assets under management, marking 45% growth over the preceding 12 months. Last year,
Growth
Robertson Stephens Opens 13th Office in Menlo Park
The firm continues to expand its services nationally with AUM growth to $3.9billion San Francisco, Calif.—March 28, 2022 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) a national wealth management firm headquartered in San