Robinson Smith Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 123098
- SEC number
- 801-63290
- Firm type
- RIA
- Assets under management
- $444.9M as of Feb 20, 2026
- Website
- www.robinsonsmithwealth.com ↗
- Phone
- 207-874-9840
- Address
- 82 Running Hill Road, South Portland, ME, 04106
Advisors at this firm
5 in our index · page 1 of 1
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Tracey Meyers DaigleCRD 6706521 · South Portland, MEIA Registered
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Donovan Allen IngleCRD 6987441 · South Portland, MEIA RegisteredRegistration inactive
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Wesley Howard McneillieCRD 6569011 · South Portland, MEIA RegisteredRegistration inactive
-
Gerrit Paul PetersonsCRD 7163647 · South Portland, MEIA Registered
-
David Michael SmithCRD 2206751 · Portsmouth, NHIA Registered
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 123098 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.