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ROBERTSON INVESTMENT MANAGEMENT

HOUSTON, TX · CRD 115425 · IAPD ↗ · robertsonwealth.com · 713-622-4077

$534.1MRegulatory AUM
10Advisory reps
20Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ROBERTSON INVESTMENT MANAGEMENT crossed $500M in regulatory AUM ($273.1M -> $534.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2026 — ROBERTSON INVESTMENT MANAGEMENT grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
April 2025 — ROBERTSON INVESTMENT MANAGEMENT reported RAUM down 37% ($434.4M -> $273.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2025 — ROBERTSON INVESTMENT MANAGEMENT shrank from 16 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2024 — ROBERTSON INVESTMENT MANAGEMENT reported RAUM up 39% ($312.1M -> $434.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — ROBERTSON INVESTMENT MANAGEMENT grew from 9 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
March 2024 — ROBERTSON WEALTH MANAGEMENT, LLC is now doing business as ROBERTSON INVESTMENT MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.