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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Robinson Smith Wealth Advisors LLC
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| CRD # | 123098 |
| SEC # | 801-63290 |
| CIK # | 0002008554 |
| AUM | $403.2 M (2025-03-10) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 207-874-9840 |
| Address | 82 Running Hill Road South Portland, ME 04106 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 5.6 | ||
| Apple Inc | 2.3 | ||
| Microsoft Corp | 1.9 | ||
| Amazon Com Inc | 1.4 | ||
| United Technologies Corp /DE/ | 1.2 | ||
| Lilly Eli & Co | 0.9 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 32.8 |
| (b) Individuals (high net worth individuals) | 134 | 367.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.5 |
| (h) Charitable organizations | 1 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 865 | 403.2 |
| By Discretionary | ||
| Discretionary | 826 | 385.1 |
| Non-Discretionary | 39 | 18.1 |
| Total | 865 | 403.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.2 | |
| Total | 865 | 403.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002008554] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Syrios Wealth Management Group Inc
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|
CA | 0.4 |
|
Murphy Middleton Hinkle & Parker Inc
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|
GA | 0.4 |
|
Rialto Wealth Management LLC
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|
NY | 0.4 |
|
Arcataur Capital Management LLC
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|
WI | 0.4 |
|
Landseer Advisors LLC
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|
NJ | 0.4 |
|
RBA Wealth Management LLC
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|
CA | 0.4 |
|
Private Wealth Solutions LLC
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|
CA | 0.4 |
|
Headland Capital LLC
✚
|
SC | 0.4 |
|
Centered Wealth LLC
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|
TX | 0.4 |
|
Concorde Financial Corporation
✚
|
TX | 0.4 |