Investment adviser · CRD 143417
ROBINSWOOD FINANCIAL
Investment adviser filing (IA)
ROBINSWOOD FINANCIAL LLC
KIRKLAND, WA, United States · Form ADV filed Jul 28, 2026
- Regulatory AUM
- $453M Form ADV · Item 5.F
- Client accounts
- 1,404 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 128 | $324,271,708 | 71.6% |
| Individuals | 360 | $113,743,483 | 25.1% |
| Corporations & businesses | Fewer than 5 | $7,745,743 | 1.7% |
| Charities | Fewer than 5 | $7,397,579 | 1.6% |
Filing source
Form ADV 2122409 · Jul 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3425 CARILLON POINT, BUILDING 3000, 4TH FLOORKIRKLAND, WA, 98033, United States
CRD 143417
Filing source
Form ADV 2122409 · Jul 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.