# ROBINSON SMITH WEALTH ADVISORS, LLC

ROBINSON SMITH WEALTH ADVISORS, LLC of SOUTH PORTLAND, ME is an SEC-registered investment adviser.

## Registration

- CRD: 123098
- Type: SEC-registered investment adviser
- SEC file number: 801-63290
- Location: 82 RUNNING HILL ROAD, SUITE 205, SOUTH PORTLAND, ME, 04106
- Phone: 207-874-9840
- Latest filing: 2026-02-20
- Regulatory AUM: $444.9M
- Discretionary AUM: $437.8M
- Non-discretionary AUM: $7.1M
- Clients: 8
- Accounts: 903

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| David Michael Smith | MANAGER | — |
| Tracey Meyers Daigle | MANAGER AND CCO | — |
| Donovan Allen Ingle | MEMBER | — |
| SMITH MATTHEW MICHAEL | MANAGER; MANAGING MEMBER | — |
| ROBINSON DAVID PRESTON | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; OWNER AND CHIEF COMPLIANCE OFFICER (+3 more) | — |
| DAIGLE TRACEY MEYERS | CHIEF COMPLIANCE OFFICER; MANAGER AND CCO; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| DAIGLE TRACEY M | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123098/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123098/similar
- Related entities: https://search.stillhousedata.com/firm/123098/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123098

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.