ROBINSON SMITH WEALTH ADVISORS, LLC
CRD #123098 SEC #801-63290 SOUTH PORTLAND, ME 207-874-9840
SEC Registered
Total AUM
$403.2M
Discretionary
$385.1M
Employees
8
Clients
101
Accounts
865
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $403.2M | $385.1M | $18.1M | 8 | 0 |
| Sep 2024 | $334.3M | $313.4M | $20.9M | 7 | 0 |
| Feb 2024 | $334.3M | $313.4M | $20.9M | 7 | 0 |
| Sep 2023 | $288.5M | $267.1M | $21.4M | 7 | 0 |
| Mar 2023 | $288.5M | $267.1M | $21.4M | 7 | 0 |
| Jul 2022 | $392.2M | $350.6M | $41.6M | 8 | 0 |
| Jun 2022 | $392.2M | $350.6M | $41.6M | 6 | 0 |
| Mar 2022 | $392.2M | $350.6M | $41.6M | 6 | 0 |
| Mar 2021 | $344.8M | $306.8M | $38M | 6 | 1 |
| May 2020 | $301.1M | $268.1M | $33M | 5 | 3 |
| May 2020 | $301.1M | $268.1M | $33M | 5 | 3 |
| Mar 2020 | $301.1M | $268.1M | $33M | 5 | 3 |
| May 2019 | $230.3M | $230.3M | $0 | 5 | 6 |
| Jan 2019 | $230.3M | $230.3M | $0 | 5 | 6 |
| Jul 2018 | $242.2M | $240.2M | $2M | 5 | 10 |
| Apr 2018 | $242.2M | $240.2M | $2M | 5 | 10 |
| Mar 2018 | $242.2M | $240.2M | $2M | 5 | 10 |
| Oct 2017 | $210.2M | $210.2M | $0 | 5 | 10 |
| May 2017 | $210.2M | $210.2M | $0 | 5 | 200 |
| Mar 2017 | $210.2M | $210.2M | $0 | 5 | 200 |
| Sep 2016 | $190.5M | $190.5M | $0 | 5 | 150 |
| Mar 2016 | $190.5M | $190.5M | $0 | 5 | 150 |
| Sep 2015 | $171.1M | $171.1M | $0 | 5 | 141 |
| Feb 2015 | $171.1M | $171.1M | $0 | 5 | 141 |
| Mar 2014 | $156.6M | $156.6M | $23.1K | 5 | 100 |
| Feb 2013 | $122.2M | $121.4M | $878.9K | 4 | 100 |
| Aug 2012 | $113.3M | $112.5M | $781.2K | 1 | 115 |
| Feb 2012 | $113.3M | $112.5M | $781.2K | 1 | 115 |
| Mar 2011 | $95.6M | $93.6M | $2.1M | 5 | -- |
| Feb 2007 | $86.5M | $84.2M | $2.3M | 5 | -- |
| Mar 2006 | $60.9M | $56.7M | $4.2M | 5 | -- |
| Jun 2004 | $33.7M | $32.4M | $1.3M | 5 | -- |
| Jun 2004 | $33.7M | $32.4M | $1.3M | 5 | -- |
DateMar 2025
Total AUM$403.2M
Discretionary$385.1M
Non-Disc.$18.1M
Employees8
Clients0
DateSep 2024
Total AUM$334.3M
Discretionary$313.4M
Non-Disc.$20.9M
Employees7
Clients0
DateFeb 2024
Total AUM$334.3M
Discretionary$313.4M
Non-Disc.$20.9M
Employees7
Clients0
DateSep 2023
Total AUM$288.5M
Discretionary$267.1M
Non-Disc.$21.4M
Employees7
Clients0
DateMar 2023
Total AUM$288.5M
Discretionary$267.1M
Non-Disc.$21.4M
Employees7
Clients0
DateJul 2022
Total AUM$392.2M
Discretionary$350.6M
Non-Disc.$41.6M
Employees8
Clients0
DateJun 2022
Total AUM$392.2M
Discretionary$350.6M
Non-Disc.$41.6M
Employees6
Clients0
DateMar 2022
Total AUM$392.2M
Discretionary$350.6M
Non-Disc.$41.6M
Employees6
Clients0
DateMar 2021
Total AUM$344.8M
Discretionary$306.8M
Non-Disc.$38M
Employees6
Clients1
DateMay 2020
Total AUM$301.1M
Discretionary$268.1M
Non-Disc.$33M
Employees5
Clients3
DateMay 2020
Total AUM$301.1M
Discretionary$268.1M
Non-Disc.$33M
Employees5
Clients3
DateMar 2020
Total AUM$301.1M
Discretionary$268.1M
Non-Disc.$33M
Employees5
Clients3
DateMay 2019
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees5
Clients6
DateJan 2019
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees5
Clients6
DateJul 2018
Total AUM$242.2M
Discretionary$240.2M
Non-Disc.$2M
Employees5
Clients10
DateApr 2018
Total AUM$242.2M
Discretionary$240.2M
Non-Disc.$2M
Employees5
Clients10
DateMar 2018
Total AUM$242.2M
Discretionary$240.2M
Non-Disc.$2M
Employees5
Clients10
DateOct 2017
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees5
Clients10
DateMay 2017
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees5
Clients200
DateMar 2017
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees5
Clients200
DateSep 2016
Total AUM$190.5M
Discretionary$190.5M
Non-Disc.$0
Employees5
Clients150
DateMar 2016
Total AUM$190.5M
Discretionary$190.5M
Non-Disc.$0
Employees5
Clients150
DateSep 2015
Total AUM$171.1M
Discretionary$171.1M
Non-Disc.$0
Employees5
Clients141
DateFeb 2015
Total AUM$171.1M
Discretionary$171.1M
Non-Disc.$0
Employees5
Clients141
DateMar 2014
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$23.1K
Employees5
Clients100
DateFeb 2013
Total AUM$122.2M
Discretionary$121.4M
Non-Disc.$878.9K
Employees4
Clients100
DateAug 2012
Total AUM$113.3M
Discretionary$112.5M
Non-Disc.$781.2K
Employees1
Clients115
DateFeb 2012
Total AUM$113.3M
Discretionary$112.5M
Non-Disc.$781.2K
Employees1
Clients115
DateMar 2011
Total AUM$95.6M
Discretionary$93.6M
Non-Disc.$2.1M
Employees5
Clients--
DateFeb 2007
Total AUM$86.5M
Discretionary$84.2M
Non-Disc.$2.3M
Employees5
Clients--
DateMar 2006
Total AUM$60.9M
Discretionary$56.7M
Non-Disc.$4.2M
Employees5
Clients--
DateJun 2004
Total AUM$33.7M
Discretionary$32.4M
Non-Disc.$1.3M
Employees5
Clients--
DateJun 2004
Total AUM$33.7M
Discretionary$32.4M
Non-Disc.$1.3M
Employees5
Clients--