Robinswood Financial
Robinswood Financial is an SEC-registered mass-market adviser in Kirkland, WA with $433.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Robinswood Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143417, SEC 801-68234, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $433.3M (2026-05-04)
- Firm type
- Mass-Market Adviser
- Location
- Kirkland, WA
- Employees
- 6
- Clients
- 488
- CRD
- 143417
- Ownership
- WARD, EDWARD, LEE; MacRae, Robert, David
How much AUM does Robinswood Financial have?
Robinswood Financial reported $433.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Robinswood Financial?
Disclosed owners and executives of Robinswood Financial include WARD, EDWARD, LEE, MacRae, Robert, David. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.