ROBINSON SMITH WEALTH ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Maine, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	752	$313.4M
Non-Discretionary	38	$20.9M
Total	790	$334.3M

Clients

Type	Number	RAUM
Individuals	87	$41.6M
HNW Individuals	110	$291.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$989,664
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-63290
SEC ERA File Number	801-63290
SEC CIK Numbers	2008554
SEC CRD Numbers	123098
Legal Entity Identifier	None

Principal Office

2 MONUMENT SQUARE
SUITE 501
PORTLAND
ME
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic