ROBINSWOOD FINANCIAL LLC

ROBINSWOOD FINANCIAL LLC of KIRKLAND, WA is an SEC-registered investment adviser (CRD 143417). Regulatory assets under management: $453.2M.

Registration

CRD: 143417
SEC file number: 801-68234
Type: Registered investment adviser
Location: 3425 CARILLON POINT, BUILDING 3000, 4TH FLOOR, KIRKLAND, WA, 98033
Phone: 452-296-1611
Latest filing: 2026-07-28
Regulatory AUM: $453.2M
Discretionary AUM: $453.2M
Non-discretionary AUM: $44
Clients: 6
Accounts: 1,404

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Name	Role	Location
Edward Lee Ward	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	—
WARD BRYAN LEE	CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	—
Robert David Macrae	CO-COMPLIANCE OFFICER	—