ROBINSWOOD FINANCIAL

Legal name: ROBINSWOOD FINANCIAL LLC

CRD 143417File 801-68234

APPROVED

Retail clients

Filing as of Jul 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$453.2M

Above cohort median (national)

Discretionary AUM

$453.2M

Non-discretionary $44

Clients

488

1,404 accounts

Employees

Above cohort median in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Aug 20, 2007
Principal office: 3425 CARILLON POINT, BUILDING 3000, 4TH FLOOR, KIRKLAND, WA, 98033
Phone: 452-296-1611
Website: HTTP://WWW.ROBINSWOOD.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $453.2M
Discretionary AUM: $453.2M
Non-discretionary AUM: $44
Discretionary accounts: 1,403
Non-discretionary accounts: 1
Total accounts: 1,404
AUM per client: $929K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$7.7M
Charitable organizations	Fewer than 5	$7.4M
High net worth individuals	128	$324.3M
Individuals (other than high net worth individuals)	360	$113.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
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.