Wealth Manager
    SEC Registered
    Manages Private Funds

    Robinson Smith Wealth Advisors, LLC

    Registered investment advisor · South Portland, Maine · CRD #123098

    Assets Under Management
    $445M
    Client Accounts
    903
    Employees
    8
    CRD Number
    123098
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Robinson Smith Wealth Advisors, LLC

    Robinson Smith Wealth Advisors, LLC is an independent, fee-only financial planning and investment management firm serving individuals, families, charitable organizations, corporations, and pension companies across the U.S. They have offices in Portland, Maine, and Portsmouth, New Hampshire, and employ a team of seven professionals.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Robinson Smith Wealth Advisors, LLC

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    Frequently Asked Questions

    What is Robinson Smith Wealth Advisors, LLC's AUM?

    Robinson Smith Wealth Advisors, LLC reports approximately $445M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Robinson Smith Wealth Advisors, LLC headquartered?

    Robinson Smith Wealth Advisors, LLC is headquartered in South Portland, Maine.

    What is Robinson Smith Wealth Advisors, LLC's CRD number?

    Robinson Smith Wealth Advisors, LLC's CRD number is 123098. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Robinson Smith Wealth Advisors, LLC manage?

    Robinson Smith Wealth Advisors, LLC manages approximately 903 client accounts according to its latest SEC filing.

    Is Robinson Smith Wealth Advisors, LLC SEC registered?

    Yes, Robinson Smith Wealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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