CRD: 123098
Robinson Smith Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-29-2003
- Office Locations
- 2
Office Locations
About Robinson Smith Wealth Advisors, LLC
Robinson Smith Wealth Advisors is a fee-only, fiduciary RIA providing financial planning and ongoing investment management for individuals and families, focused on retirement readiness and support through major life transitions. Serving clients from offices in Maine and New Hampshire, the firm builds personalized financial life plans and implements portfolios using vehicles such as mutual funds and ETFs, with custody support including Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID MICHAEL SMITH
Financial Advisor, General Partner, Manager
- CRD
- #2206751
- Ownership
- 75% or more
TRACEY MEYERS DAIGLE
Chief Compliance Officer, Financial Advisor, General Partner, Manager
- CRD
- #6706521
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Wesley Howard McNeillie
--
- CRD
- #6569011
Gerrit Paul Petersons
Wealth Advisor
- CRD
- #7163647
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $437,771,259 | $494,098 |
| Non-Discretionary | $7,119,620 | $418,801 |
| Total | $444,890,879 | $492,681 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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