DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ROBINSON SMITH WEALTH ADVISORS, LLC

CRD 123098

SOUTH PORTLAND, ME

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:50bd4e1c-b6c1-f423-9ed2-b67dfd9c04b0

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Feb 13, 2012 to Aug 17, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $445MItem 5.F on the latest filing (2026-08-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $438M
Private client RAUM: $441MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $89.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 903
Individual clients: 87
High net worth clients: 141
SEC number: 801-63290
CRD: 123098
Filings on the tape: 30
First filed: Feb 13, 2012
Latest filed: Aug 17, 2026
Organised: Limited Liability Company, ME
Website: robinsonsmithwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID MICHAEL SMITH	Certified Financial Planner	PORTSMOUTH, NH	13	34	2	no
TRACEY MEYERS DAIGLE	Certified Financial Planner	SOUTH PORTLAND, ME	9	10	n/a	no
Donovan Allen Ingle	Certified Financial Planner	PORTSMOUTH, NH \| SOUTH PORTLAND, ME	5	11	1	no
Gerrit Paul Petersons	Certified Financial Planner	SOUTH PORTLAND, ME	4	10	2	no
Wesley Howard McNeillie	Certified Financial Planner	SOUTH PORTLAND, ME	2	11	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAIGLE, TRACEY, MEYERS	MANAGER AND CCO	B	yes	01/2017	Mar 9, 2017	Sep 27, 2024
SMITH, DAVID, MICHAEL	Manager	E	yes	02/2013	Feb 28, 2013	Sep 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Portsmouth	Nh	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 20, 2026	$445M	$438M	8	5	1	n/a	n/a
2024	Mar 10, 2025	$403M	$385M	8	5	1	n/a	n/a
2023	Feb 9, 2024	$334M	$313M	7	5	1	n/a	n/a
2022	Mar 17, 2023	$289M	$267M	7	5	1	n/a	n/a
2021	Mar 11, 2022	$392M	$351M	6	4	1	n/a	n/a
2020	Mar 22, 2021	$345M	$307M	6	4	1	n/a	n/a
2019	Mar 24, 2020	$301M	$268M	5	4	1	n/a	n/a
2018	Jan 31, 2019	$230M	$230M	5	4	1	n/a	n/a
2017	Mar 5, 2018	$242M	$240M	5	4	1	n/a	n/a
2016	Mar 9, 2017	$210M	$210M	5	4	n/a	n/a	n/a
2015	Mar 8, 2016	$191M	$191M	5	3	n/a	n/a	n/a
2014	Feb 10, 2015	$171M	$171M	5	3	n/a	n/a	n/a
2013	Mar 24, 2014	$157M	$157M	5	3	n/a	n/a	n/a
2012	Feb 28, 2013	$122M	$121M	4	3	n/a	n/a	n/a
2011	Feb 13, 2012	$113M	$113M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$445M	$403M	10.3%	$289M	15.5%	8	8	1	1

Relationships

Registered with (7)

← Wesley Howard McNeillieAdvisorregistration: current employment
Aug 7, 2024 to presentfactForm ADV
← Gerrit Paul PetersonsAdvisorregistration: current employment
Aug 16, 2022 to presentfactForm ADV
← Donovan Allen IngleAdvisorregistration: current employment
Dec 16, 2020 to presentfactForm ADV
← TRACEY MEYERS DAIGLEAdvisorregistration: current employment
Oct 11, 2016 to presentfactForm ADV
← DAVID MICHAEL SMITHAdvisorregistration: current employment
Mar 5, 2013 to presentfactForm ADV
← Anne Marie PerleyAdvisorregistration: previous registration
Jul 27, 2022 to Mar 19, 2024factForm ADV
← JESSICA LYNN KREGERAdvisorregistration: previous registration
Sep 29, 2016 to Aug 28, 2020factForm ADV

Controls (2)

← SMITH, DAVID, MICHAELOwnerMANAGER, ownership code E, individual
Feb 28, 2013 to Sep 27, 2024factForm ADV
← DAIGLE, TRACEY, MEYERSOwnerMANAGER AND CCO, ownership code B, individual
Mar 9, 2017 to Sep 27, 2024factForm ADV

Dated events

Occurred
Mar 19, 2024
Advisor changed firm
Anne Marie Perley left Robinson Smith Wealth Advisors, Llc for Advice And Planning Services (registered 2024-04-11)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2023
Regulatory AUM changed
Robinson Smith Wealth Advisors, Llc reported RAUM $288.5M, down 26% from $392.2M (2022-07-29 to 2023-03-17)
Form ADVobserved 4 days ago
$-104M
Occurred
Mar 17, 2023
Control person left
Preston David Robinson (Managing Member) no longer on Schedule A of Robinson Smith Wealth Advisors, Llc (listed 2022-07-29, absent 2023-03-17)
Form ADVobserved 4 days ago
Occurred
Aug 14, 2012
Succession filed (Item 4)
Robinson Financial Associates reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50bd4e1c-b6c1-f423-9ed2-b67dfd9c04b0
First observed: Feb 13, 2012
Last observed: Aug 17, 2026 33 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ROBINSON SMITH WEALTH ADVISORS, LLC

CRD 123098

SOUTH PORTLAND, ME

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:50bd4e1c-b6c1-f423-9ed2-b67dfd9c04b0

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:24 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID MICHAEL SMITH

Certified Financial Planner

PORTSMOUTH, NH

TRACEY MEYERS DAIGLE

Certified Financial Planner

SOUTH PORTLAND, ME

n/a

Donovan Allen Ingle

Certified Financial Planner

PORTSMOUTH, NH | SOUTH PORTLAND, ME

Gerrit Paul Petersons

Certified Financial Planner

SOUTH PORTLAND, ME

Wesley Howard McNeillie

Certified Financial Planner

SOUTH PORTLAND, ME

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAIGLE, TRACEY, MEYERS

MANAGER AND CCO

yes

01/2017

Mar 9, 2017

Sep 27, 2024

SMITH, DAVID, MICHAEL

Manager

yes

02/2013

Feb 28, 2013

Sep 27, 2024

City

State

Country

Employees

Also broker-dealer

Portsmouth

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 20, 2026

$445M

$438M

n/a

2024

Mar 10, 2025

$403M

$385M

n/a

2023

Feb 9, 2024

$334M

$313M

n/a

2022

Mar 17, 2023

$289M

$267M

n/a

2021

Mar 11, 2022

$392M

$351M

n/a

2020

Mar 22, 2021

$345M

$307M

n/a

2019

Mar 24, 2020

$301M

$268M

n/a

2018

Jan 31, 2019

$230M

n/a

2017

Mar 5, 2018

$242M

$240M

n/a

2016

Mar 9, 2017

$210M

n/a

2015

Mar 8, 2016

$191M

n/a

2014

Feb 10, 2015

$171M

n/a

2013

Mar 24, 2014

$157M

n/a

2012

Feb 28, 2013

$122M

$121M

n/a

2011

Feb 13, 2012

$113M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$445M

$403M

10.3%

$289M

15.5%