ROBINSON SMITH WEALTH ADVISORS, LLC

CRD 123098File 801-63290

APPROVED

Retail clients

Filing as of Feb 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$444.9M

Below cohort median (national)

Discretionary AUM

$437.8M

Non-discretionary $7.1M

Clients

232

903 accounts

Employees

Above cohort median in ME

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jul 12, 2004
Principal office: 82 RUNNING HILL ROAD, SUITE 205, SOUTH PORTLAND, ME, 04106
Phone: 207-874-9840
Website: HTTPS://WWW.ROBINSONSMITHWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $444.9M
Discretionary AUM: $437.8M
Non-discretionary AUM: $7.1M
Discretionary accounts: 886
Non-discretionary accounts: 17
Total accounts: 903
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$318K
Charitable organizations	Fewer than 5	$1.4M
High net worth individuals	141	$400.2M
Pension and profit sharing plans	Fewer than 5	$1.9M
Individuals (other than high net worth individuals)	87	$41.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.