Robinson Smith Wealth Advisors, LLC
Robinson Smith Wealth Advisors, LLC is an SEC-registered wealth manager in South Portland, ME with $444.9M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Robinson Smith Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123098, SEC 801-63290, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $444.9M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- South Portland, ME
- Employees
- 8
- Clients
- 232
- CRD
- 123098
- Ownership
- ROBINSON, DAVID, PRESTON; SMITH, DAVID, MICHAEL; DAIGLE, TRACEY, MEYERS; Ingle, Donovan, Allen; DAIGLE, TRACEY, M
How much AUM does Robinson Smith Wealth Advisors, LLC have?
Robinson Smith Wealth Advisors, LLC reported $444.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Robinson Smith Wealth Advisors, LLC?
Disclosed owners and executives of Robinson Smith Wealth Advisors, LLC include ROBINSON, DAVID, PRESTON, SMITH, DAVID, MICHAEL, DAIGLE, TRACEY, MEYERS, Ingle, Donovan, Allen, DAIGLE, TRACEY, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.