|
⚲
|
| Keyboard |
| Robinson Smith Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 123098 |
| SEC # | 801-63290 |
| CIK # | 0002008554 |
| AUM | 444.9 M (2026-02-20) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 207-874-9840 |
| Address | 82 Running Hill Road South Portland, ME 04106 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 8.9 | ||
| Apple Inc | 2.4 | ||
| United Technologies Corp /DE/ | 1.5 | ||
| Microsoft Corp | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| Lilly Eli & Co | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 41.1 |
| (b) Individuals (high net worth individuals) | 141 | 400.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.9 |
| (h) Charitable organizations | 2 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 903 | 444.9 |
| By Discretionary | ||
| Discretionary | 886 | 437.8 |
| Non-Discretionary | 17 | 7.1 |
| Total | 903 | 444.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 444.9 | |
| Total | 903 | 444.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002008554] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Peak Wealth Management LLC
✚
|
MI | 446.0 M |
|
Roberts Wealth Advisors LLC
✚
|
CA | 446.0 M |
|
Maxim Financial Advisors LLC
✚
|
NY | 445.5 M |
|
Newton One Investments LLC
✚
|
DE | 445.5 M |
|
Spectrum Wealth Advisory Group LLC
✚
|
CA | 445.4 M |
|
Holistic Financial Partners LLC
✚
|
IN | 444.6 M |
|
Balis Enterprises LLC
✚
|
444.3 M | |
|
Hamilton Capital Partners LLC
✚
|
GA | 444.0 M |
|
O'Boyle Wealth Management Inc
✚
|
CA | 443.9 M |
|
Carolina Qualified Retirement Plan Advisers LLC
✚
|
443.9 M |