FORM CRS

Robertson Stephens Wealth Management, LLC

Client Relationship Summary, March 31, 2026

Robertson Stephens Wealth Management, LLC is registered with the Securities and Exchange Commission as an investment adviser and, as such, we provide advisory services rather than brokerage services. Brokerage and investment advisory services and fees differ and it is important for you, our client, to understand the differences. Additionally, free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. This document is a summary of the services and fees we offer to "retail" investors, which are natural persons who seek or receive services primarily for personal, family, or household purposes.

What investment services and advice can you provide me?

We offer the following investment advisory services to retail investors: Wealth, Tax and Divorce Planning, Investment Management, Investment Consulting, Retirement Plan Consulting and Family Office Services.

• Account Monitoring: If you open an investment account with our firm, we will monitor your investments at least annually, more frequently as appropriate, or as agreed upon with you.
• Investment Authority: We manage investment accounts on either a discretionary or non-discretionary basis, depending on your agreement with us. Discretion means we decide which investments to buy or sell, or to select, retain or replace third-party managers. You may limit our discretionary authority (for example, limiting the types of securities that can be purchased or sold for your account) by providing our firm with your restrictions and guidelines in writing. Non-discretionary investment management means we provide advice but you ultimately decide which investments to buy and sell for your account. You have an unrestricted right to decline to implement any advice provided by our firm on a non-discretionary basis.
• Investment Offerings: We provide advice on various types of investments. Our services are not limited to a specific type of investment or product.
• Account Minimums and Requirements: In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we may terminate your account if it falls below a minimum size which is too small to manage effectively. Detailed information regarding our services and advice can be found in our Form ADV Part 2A Items 4, 7, and 8 located at: https://adviserinfo.sec.gov/firm/brochure/289977.

Key Questions to Ask Your Financial Professional

• Given my financial situation, should I choose an investment advisory service? Why or Why Not?
• How will you choose investments to recommend to me?
• What is your relevant experience, including your licenses, education and other qualifications?
• What do these qualifications mean?

What fees will I pay?

The following summarizes the principal fees and costs associated with engaging our firm for investment advisory services:

• We charge fees for investment advisory services including Wealth, Tax and Divorce Planning, Investment Management, Investment Consulting, and Retirement Plan Consulting.
• Depending on your individual agreement with us, we charge asset-based fees (i.e., based on the value of your account), flat fee retainers or hourly fees. Asset-based and flat fees are payable quarterly, either in advance or arrears. When you pay asset-based fees, this presents a conflict of interest because we have an incentive to increase your account value by making overly aggressive investments or inflating the valuations of illiquid or hard-to-value assets in your account.

Following are examples of the most common other fees and costs related to our advisory services, which are payable to third parties:

• Advisory fees charged by third party money managers, custodian fees and fees related to mutual funds and exchange-traded funds, all of which are separate and apart from our fees.
• Transaction charges when purchasing or selling securities, interest on margin balances, and other product-level fees associated with your investments.

You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying. Detailed information regarding our fees and costs, can be found in our Form ADV Part 2A Items 5 and 6 located at: https://adviserinfo.sec.gov/firm/brochure/289977.

Key Questions to Ask Your Financial Professional

• Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?
• What are your legal obligations to me when acting as my investment adviser? How else does your firm make money and what conflicts of interest do you have?

When we act as your investment adviser, we have to act in your best interest and not put our interests ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means:

• Affiliated/Client-Managed Alternative Investments: We recommend investments that are issued, sponsored, or managed by affiliates or other firm clients. These practices present conflicts of interest due to incentives to recommend these investments based on compensation rather than client need.
• Tax Preparation: We offer tax preparation services as an optional service to some clients. This practice presents a conflict of interest due to incentives to recommend such services based on compensation rather than client need.
• Third-Party Payments: Certain persons providing advice on behalf of our firm are registered representatives of a broker-dealer or insurance agents who may sell insurance products through our affiliated Insurance agency. These persons receive compensation in connection with the sale of investments or insurance that is separate and in addition to our advisory fees. This practice presents a conflict of interest because they have an incentive to recommend investments or insurance based on the compensation received rather than solely based on your needs.

Key Questions to Ask Your Financial Professional

• How might your conflicts of interest affect me, and how will you address them?

Detailed information about our conflicts of interest can be found in our Form ADV Part 2A Items 4, 10, 12 and 14 located at: https://adviserinfo.sec.gov/firm/brochure/289977.

How do your financial professionals make money?

Our financial professionals are compensated in a number of ways depending on the terms of their employment agreements. Their compensation is largely based on advisory revenue the firm earns from the clients they service. Some financial professionals are registered representatives of a broker-dealer or insurance agents who receive commission compensation from the sale of investments or insurance that is in addition to their advisory compensation. Some financial professionals are eligible to receive equity in the firm. Some financial professionals receive loans from the firm that are forgiven in installments as long as they remain employed by the firm. The amounts of some of these loans are based on revenue the firm earns from the clients they service.

• When compensation is derived from asset-based fees, this presents a conflict of interest because our financial professionals have an incentive to increase your account by taking overly aggressive positions or inflating the valuations of illiquid or hard-to-value assets held in your account.
• Receiving equity in the firm provides our financial professionals with an incentive to work for us that is based on compensation received rather than solely on your needs.
• The opportunity to receive loans, and to have such loans forgiven, provides our financial professionals with an incentive to maintain, and to encourage clients to maintain, relationships with the firm.
• The receipt of investment or insurance commissions or fees for family office services present a conflict of interest because our financial professionals are given an incentive to recommend these products based on compensation received rather than solely on your needs.
• The use of margin presents a conflict of interest as it will increase the value of your account which will increase your advisory fees.

Do you or your financial professionals have legal or disciplinary history?

Yes, some of our financial professionals do. Our firm does not. Visit Investor.gov/CRS for a free and simple tool to research our firm and financial professionals.

Key Questions to Ask Your Financial Professional

• As a financial professional, do you have any disciplinary history? For what type of conduct?

You can find additional information about your investment advisory services, request up-to-date information and request a copy of the relationship summary by calling 415-500-6835 or by clicking this link https://adviserinfo.sec.gov/firm/summary/289977.

Key Questions to Ask Your Financial Professional

• Who is my primary contact person?
• Is he or she a representative of an investment adviser or a broker-dealer?
• Who can I talk to if I have concerns about how this person is treating me?