FIRST REPUBLIC WEALTH ADVISORS, LLC
CRD #132035 SEC #801-63313 SAN FRANCISCO, CA 415-392-1400
SEC Registered
Total AUM
$987.3M
Discretionary
$788.1M
Employees
--
Clients
0
Accounts
847
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 20, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| AUGUST-DEWILDE, KATHERINE | I | DIRECTOR | NA | Control |
| BRANCAZIO, CHRISTOPHER, JOHN | I | CCO | NA | Control |
| BRANCAZIO, CHRISTOPHER, JOHN | I | CCO | NA | Control |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFILIS, CHARLES, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| DESSOFFY, WILLIAM, GREGORY | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HARRINGTON, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| KNIGHT, DONNA, JEAN | I | DIRECTOR | NA | Control |
| KNIGHT, DONNA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNIGHT, DONNA, JEAN | I | PRESIDENT | NA | Control |
| KNIGHT, DONNA, JEAN | I | PRESIDENT | NA | Control |
| KOFMAN, YALE, I | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| KOFMAN, YALE, I | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| KOFMAN, YALE, I | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| KOFMAN, YALE, I | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| KOFMAN, YALE, I | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| KOFMAN, YALE, I | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| KOFMAN, YALE, I | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| KOFMAN, YALE, I | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| KOFMAN, YALE, I | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| KOFMAN, YALE, I | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| KOFMAN, YALE, I | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| KOFMAN, YALE, I | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| KOFMAN, YALE, I | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| TATEOSIAN, DAVID, CHARLES | I | DIRECTOR | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| THORNTON, ROBERT, LEE | I | PRESIDENT | NA | Control |
| BANK OF AMERICA, NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| BANK OF AMERICA, NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| BANK OF AMERICA, NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| BANK OF AMERICA, NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| BANK OF AMERICA, NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| FIRST REPUBLIC BANK | DE | PARENT COMPANY | E | |
| FIRST REPUBLIC BANK | DE | SHAREHOLDER | E | |
| FIRST REPUBLIC BANK | DE | PARENT COMPANY | E | |
| FIRST REPUBLIC BANK | DE | PARENT COMPANY | E | |
| FIRST REPUBLIC BANK | DE | SHAREHOLDER | E | |
| FIRST REPUBLIC BANK | DE | SHAREHOLDER | E | |
| MERRILL LYNCH BANK & TRUST CO., FSB | DE | OWNER | E | Control |
| MERRILL LYNCH BANK & TRUST CO., FSB | DE | OWNER | E | Control |
| MERRILL LYNCH BANK & TRUST CO., FSB | DE | OWNER | E | Control |
| MERRILL LYNCH BANK & TRUST CO., FSB | DE | OWNER | E | Control |
| MERRILL LYNCH BANK & TRUST CO., FSB | DE | OWNER | E | Control |
| MERRILL LYNCH BANK & TRUST CO., FSB | DE | OWNER | E | Control |
| MERRILL LYNCH BANK & TRUST CO., FSB | DE | OWNER | E | Control |
| MERRILL LYNCH BANK & TRUST CO., FSB | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BAC NORTH AMERICA HOLDING COMPANY | DE | BANA HOLDING CORPORATION | E | Control |
| BAC NORTH AMERICA HOLDING COMPANY | DE | BANA HOLDING CORPORATION | E | Control |
| BAC NORTH AMERICA HOLDING COMPANY | DE | BANA HOLDING CORPORATION | E | Control |
| BAC NORTH AMERICA HOLDING COMPANY | DE | BANA HOLDING CORPORATION | E | Control |
| BAC NORTH AMERICA HOLDING COMPANY | DE | BANA HOLDING CORPORATION | E | Control |
| BANA HOLDING CORPORATION | DE | BANK OF AMERICA, NATIONAL ASSOCIATION | E | Control |
| BANA HOLDING CORPORATION | DE | BANK OF AMERICA, NATIONAL ASSOCIATION | E | Control |
| BANA HOLDING CORPORATION | DE | BANK OF AMERICA, NATIONAL ASSOCIATION | E | Control |
| BANA HOLDING CORPORATION | DE | BANK OF AMERICA, NATIONAL ASSOCIATION | E | Control |
| BANA HOLDING CORPORATION | DE | BANK OF AMERICA, NATIONAL ASSOCIATION | E | Control |
| BANK OF AMERICA CORPORATION | DE | MERRILL LYNCH & CO. INC. | E | Control |
| BANK OF AMERICA CORPORATION | DE | MERRILL LYNCH & CO. INC. | E | Control |
| BANK OF AMERICA CORPORATION | DE | NB HOLDINGS CORPORATION | E | Control |
| BANK OF AMERICA CORPORATION | DE | NB HOLDINGS CORPORATION | E | Control |
| BANK OF AMERICA CORPORATION | DE | NB HOLDINGS CORPORATION | E | Control |
| BANK OF AMERICA CORPORATION | DE | NB HOLDINGS CORPORATION | E | Control |
| BANK OF AMERICA CORPORATION | DE | MERRILL LYNCH & CO. INC. | E | Control |
| BANK OF AMERICA CORPORATION | DE | MERRILL LYNCH & CO. INC. | E | Control |
| BANK OF AMERICA CORPORATION | DE | MERRILL LYNCH & CO. INC. | E | Control |
| BANK OF AMERICA CORPORATION | DE | NB HOLDINGS CORPORATION | E | Control |
| MERRILL LYNCH & CO. INC. | DE | MERRILL LYNCH BANK & TRUST CO., FSB | E | Control |
| MERRILL LYNCH & CO. INC. | DE | MERRILL LYNCH BANK & TRUST CO., FSB | E | Control |
| MERRILL LYNCH & CO. INC. | DE | MERRILL LYNCH BANK & TRUST CO., FSB | E | Control |
| MERRILL LYNCH & CO. INC. | DE | MERRILL LYNCH BANK & TRUST CO., FSB | E | Control |
| MERRILL LYNCH & CO. INC. | DE | MERRILL LYNCH BANK & TRUST CO., FSB | E | Control |
| MERRILL LYNCH & CO. INC. | DE | MERRILL LYNCH GROUP, INC. | E | Control |
| MERRILL LYNCH & CO. INC. | DE | MERRILL LYNCH GROUP, INC. | E | Control |
| MERRILL LYNCH & CO. INC. | DE | MERRILL LYNCH GROUP, INC. | E | Control |
| NB HOLDINGS CORPORATION | DE | BAC NORTH AMERICA HOLDING COMPANY | E | Control |
| NB HOLDINGS CORPORATION | DE | BAC NORTH AMERICA HOLDING COMPANY | E | Control |
| NB HOLDINGS CORPORATION | DE | BAC NORTH AMERICA HOLDING COMPANY | E | Control |
| NB HOLDINGS CORPORATION | DE | BAC NORTH AMERICA HOLDING COMPANY | E | Control |
| NB HOLDINGS CORPORATION | DE | BAC NORTH AMERICA HOLDING COMPANY | E | Control |
Registrations
Federal
IA
May 20, 2010 REGISTERED
Notice Filings (10)
AZ CA CT FL NJ NV NY OR VA WA
Address
111 PINE ST7TH FLOOR
SAN FRANCISCO, CA 94111
United States
Phone: 415-392-1400