| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Smith Control | Manager | Over 75% | 2013 |
| Donovan Allen Ingle Control | Member | 5-10% | 2025 |
| Tracey Meyers Daigle Control | Manager And Cco | 10-25% | 2017 |
Robinson Smith Wealth Advisors, LLC reports $403.2 million in regulatory assets under management on its Form ADV.
Robinson Smith Wealth Advisors, LLC reports 8 employees.
Robinson Smith Wealth Advisors, LLC is based in South Portland, ME and has been SEC-registered since 2004.
Robinson Smith Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 82 Running Hill Road, Suite 205, South Portland, ME 04106 |
| Phone | 207-874-9840 |
| Fax | 207-874-9047 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $385.1M |
| Non-discretionary | $18.1M |
| Total (RAUM) | $403.2M |