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

Clients

101

Accounts

865

Firm Details

Organization Type: Limited Liability Company
State of Formation: Maine
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 10, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DAIGLE, TRACEY, M	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAIGLE, TRACEY, MEYERS	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAIGLE, TRACEY, MEYERS	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAIGLE, TRACEY, MEYERS	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAIGLE, TRACEY, MEYERS	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAIGLE, TRACEY, MEYERS	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAIGLE, TRACEY, MEYERS	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBINSON, DAVID, PRESTON	I	SOLE PROPRIETOR/OWNER & CHIEF COMPLIANCE OFFICER	E	Control
ROBINSON, DAVID, PRESTON	I	SOLE PROPRIETOR/OWNER & CHIEF COMPLIANCE OFFICER	E	Control
ROBINSON, DAVID, PRESTON	I	SOLE PROPRIETOR/OWNER & CHIEF COMPLIANCE OFFICER	E	Control
ROBINSON, DAVID, PRESTON	I	SOLE PROPRIETOR/OWNER	E	Control
ROBINSON, DAVID, PRESTON	I	SOLE PROPRIETOR/OWNER	E	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
ROBINSON, DAVID, PRESTON	I	SOLE PROPRIETOR, OWNER AND CHIEF COMPLIANCE OFFICER	E	Control
ROBINSON, DAVID, PRESTON	I	OWNER AND CHIEF COMPLIANCE OFFICER	E	Control
SMITH, DAVID, MICHAEL	I	MANAGER	E	Control
SMITH, DAVID, MICHAEL	I	MANAGER	E	Control
SMITH, DAVID, MICHAEL	I	MANAGER	E	Control
SMITH, DAVID, MICHAEL	I	MANAGER	E	Control
SMITH, DAVID, MICHAEL	I	MANAGER	E	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	D	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	D	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	D	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	D	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	D	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	D	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	D	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	D	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	D	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	D	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	D	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	D	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	D	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	D	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	D	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	C	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	C	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	C	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	C	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	C	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	C	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	C	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	C	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	C	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	C	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	C
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	C
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	C	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	C	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	C	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	C	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	C	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	C	Control
DAIGLE, TRACEY, MEYERS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
DAIGLE, TRACEY, MEYERS	I	MANAGER AND CCO	B	Control
DAIGLE, TRACEY, MEYERS	I	MANAGER AND CCO	B	Control
DAIGLE, TRACEY, MEYERS	I	MANAGER AND CCO	B	Control
DAIGLE, TRACEY, MEYERS	I	MANAGER AND CCO	B	Control
DAIGLE, TRACEY, MEYERS	I	MANAGER AND CCO	B	Control
ROBINSON, DAVID, PRESTON	I	MANAGING MEMBER	B	Control
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	B
SMITH, DAVID, MICHAEL	I	MANAGING MEMBER	B
DAIGLE, TRACEY, MEYERS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	A	Control
DAIGLE, TRACEY, MEYERS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	A	Control
DAIGLE, TRACEY, MEYERS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	A	Control
DAIGLE, TRACEY, MEYERS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	A	Control
DAIGLE, TRACEY, MEYERS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	A	Control
DAIGLE, TRACEY, MEYERS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	A	Control
DAIGLE, TRACEY, MEYERS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	A	Control
Ingle, Donovan, Allen	I	MEMBER	A	Control

Registrations

Federal

Mar 10, 2025 REGISTERED

Notice Filings (5)

FL MA ME NH TX

Address

82 RUNNING HILL ROAD
SUITE 205
SOUTH PORTLAND, ME 04106
United States

Phone: 207-874-9840