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ROBINSWOOD FINANCIAL

KIRKLAND, WA · CRD 143417 · IAPD ↗ · robinswood.com · 452-296-1611

$453.2MRegulatory AUM
6Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — ROBINSWOOD FINANCIAL notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — ROBINSWOOD FINANCIAL notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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