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ROBINSON SMITH WEALTH ADVISORS, LLC

SOUTH PORTLAND, ME · CRD 123098 · IAPD ↗ · robinsonsmithwealth.com · 207-874-9840

$444.9MRegulatory AUM
5Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — ROBINSON SMITH WEALTH ADVISORS, LLC notice-filed in AK, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
October 2024 — ROBINSON SMITH WEALTH ADVISORS, LLC moved its main office from PORTLAND, ME to SOUTH PORTLAND, ME.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.