David Westbrook, portrait

David Westbrook

Chief Financial Officer at Robertson Stephens

Officer named in the firm’s Form ADV

Role as filed on 4 September 2026; public records checked on 17 September 2026.

David Westbrook is named as chief financial officer in Robertson Stephens Wealth Management, LLC’s Form ADV. This profile reports the filed role and ownership band. Individual registration and examination information is unavailable for this profile.

Role at Robertson Stephens#

Title on Schedule A
Chief Financial Officer
Control
Reported as a control person and Chief Financial Officer of the adviser.
Ownership
Less than 5% (NA ownership code).
Tenure
Reported as Chief Financial Officer since May 2018.

The firm

Robertson Stephens Wealth Management, LLC$8.76B regulatory AUM · 67 advisory staff · 70 officesFirm profile

Title and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing

Career on record#

The limited public IAPD record is marked NotInScope and has no current investment-adviser registration information.

The officer listing does not establish an individual registration history. View the IAPD record

Registrations and exams#

An officer title or CRD number on Form ADV does not establish current investment adviser representative registration. No registration or examination counts are inferred from limited or unavailable individual adviser information.

Individual adviser registrations and examinations are not presented in this officer profile. View the IAPD record

Regulatory record#

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

Where to check this individual's complete record, including any disciplinary history. View the IAPD record

Background#

Robertson Stephens states that David oversees its financial, treasury, accounting, real-estate, risk, and human-resources activities. Robertson Stephens, David Westbrook team page

Education

Credentials and memberships

Background statements are attributed to the named source. Firm biographies are not regulatory records.

Common questions#

What is David Westbrook’s role at Robertson Stephens?

Schedule A identifies David Westbrook as Chief Financial Officer and a control person. Robertson Stephens’ team page states that he oversees the firm’s financial, treasury, accounting, real-estate, risk, and human-resources activities.

Source: Form ADV Part 1A, Schedule A; Robertson Stephens team page

Answered from the records above.

Leadership at Robertson Stephens#

The other officers and owners named on the firm's Schedule A.

Sources

  1. IAPD individual lookup, CRD 5502571. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Robertson Stephens Wealth Management, LLC, filed 4 September 2026. Title, control and ownership bands.
  3. Robertson Stephens team page. Biography, education, credentials, awards and portrait.

Retrieved 17 September 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with David Westbrook or Robertson Stephens Wealth Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.

Simple Money Advisors LLC is a California-registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser. The portrait is reproduced from the firm’s website for identification.