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ROBINSON SMITH WEALTH ADVISORS, LLC
CRD 123098 · SEC 801-63290
82 RUNNING HILL ROAD, SUITE 205, SOUTH PORTLAND, ME, 04106, United States
Phone
207-874-9840
Fax
207-874-9047
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$444.9M
Discretionary AUM
$437.8M
Team
8 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $41.1M |
| High net worth individuals | 141 | $400.2M |
| Pension/profit sharing plans | 1 | $1.9M |
| Charitable organizations | 2 | $1.4M |
| Corporations/business entities | 1 | $318K |
States served
AK, ME, MA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD