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ROBINSON WEALTH AND FINANCIAL PLANNING

ROBINSON WEALTH AND FINANCIAL PLANNING LLC

CRD 334229

Advisory firmLLP

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$303K

Discretionary AUM

$303K

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Partnership

Filing date

2026-01-12

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals7$303K

Official SEC filing: View on IAPD