ROBINSON WEALTH AND FINANCIAL PLANNING

ROBINSON WEALTH AND FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 334229). Regulatory assets under management: $303K.

Registration

• CRD: 334229
• Type: Registered investment adviser
• Phone: 575-390-0153
• Latest filing: 2026-01-12
• Regulatory AUM: $303K
• Discretionary AUM: $303K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334229 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search