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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Wesley Howard McNeillie

Advisor at ROBINSON SMITH WEALTH ADVISORS, LLC

SOUTH PORTLAND, ME

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Search this name across graphsid dfx:ria:df4a8406-4e26-ae0c-7149-e9c1e9d00016

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Apr 17, 2019 to Sep 14, 2026

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

Current firm: ROBINSON SMITH WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S65
First exam: Apr 15, 2019
First registration: Apr 17, 2019
Dual registered: no
IAPD individual key: 6569011

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROBINSON SMITH WEALTH ADVISORS, LLC	Independent wealth	Aug 7, 2024	n/a	yes	SOUTH PORTLAND, ME	Current employment
LECONTE WEALTH MANAGEMENT, LLC	Independent wealth	Jan 26, 2022	Apr 12, 2024	no	MARYVILLE, TN	Previous registration
SAGESPRING WEALTH PARTNERS	Independent wealth	Sep 2, 2021	Apr 1, 2022	no	FRANKLIN, TN	Previous registration
PRUDENT STREET FINANCIAL ADVISORS, LLC	Former SEC adviser	Apr 17, 2019	Jul 8, 2021	no	BRENTWOOD, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LECONTE WEALTH MANAGEMENT, LLC	ROBINSON SMITH WEALTH ADVISORS, LLC	Apr 12, 2024	Aug 7, 2024	117	Firm change	RIA to RIA
SAGESPRING WEALTH PARTNERS	LECONTE WEALTH MANAGEMENT, LLC	Apr 1, 2022	Jan 26, 2022	-65	Firm change after gap	RIA to RIA
PRUDENT STREET FINANCIAL ADVISORS, LLC	SAGESPRING WEALTH PARTNERS	Jul 8, 2021	Sep 2, 2021	56	Firm change	RIA to RIA

Relationships

Registered with (4)

→ ROBINSON SMITH WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Aug 7, 2024 to presentfactForm ADV
→ LECONTE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 26, 2022 to Apr 12, 2024factForm ADV
→ SAGESPRING WEALTH PARTNERSRegistered adviserregistration: previous registration
Sep 2, 2021 to Apr 1, 2022factForm ADV
→ PRUDENT STREET FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 17, 2019 to Jul 8, 2021factForm ADV

Dated events

Occurred
Apr 12, 2024
Advisor changed firm
Wesley Howard Mcneillie left Leconte Wealth Management, Llc for Robinson Smith Wealth Advisors, Llc (registered 2024-08-07)
Form ADVobserved 4 days ago
Occurred
Apr 1, 2022
Advisor changed firm
Wesley Howard Mcneillie left Sagespring Wealth Partners for Leconte Wealth Management, Llc (registered 2022-01-26)
Form ADVobserved 4 days ago