Allocator Index · CRD 123098

ROBINSON SMITH WEALTH ADVISORS, LLC

South Portland, ME · 207-874-9840 · robinsonsmithwealth.com

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

141

Other individuals

87

HNW assets

$400.2M

Total AUM

$444.9M

Employees

8

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.