Robinson Smith Wealth Advisors, LLC
● SEC registered since 2004CRD 123098SEC# 801-63290South Portland, ME
Reg. AUM
$444.9M
Employees
8
Accounts
903
Location
South Portland, ME
Robinson Smith Wealth Advisors, LLC assets under management
Robinson Smith Wealth Advisors, LLC operates as an SEC-registered investment adviser based in South Portland, ME. The firm has been registered since 2004. It reports $444.9 million in regulatory assets under management and employs 8 people.
Robinson Smith Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Smith Control | Manager | Over 75% | 2013 |
| Donovan Allen Ingle Control | Member | 5-10% | 2025 |
| Tracey Meyers Daigle Control | Manager And Cco | 10-25% | 2017 |
Frequently asked questions
How much does Robinson Smith Wealth Advisors, LLC manage?
Robinson Smith Wealth Advisors, LLC reports $444.9 million in regulatory assets under management on its Form ADV.
How many employees does Robinson Smith Wealth Advisors, LLC have?
Robinson Smith Wealth Advisors, LLC reports 8 employees.
Where is Robinson Smith Wealth Advisors, LLC located?
Robinson Smith Wealth Advisors, LLC is based in South Portland, ME and has been SEC-registered since 2004.
Does Robinson Smith Wealth Advisors, LLC disclose fund performance?
Robinson Smith Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 82 Running Hill Road, Suite 205, South Portland, ME 04106 |
| Phone | 207-874-9840 |
| Fax | 207-874-9047 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$444.9M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$444.9Mregulatory AUM
Discretionary $437.8MNon-discretionary $7.1M