SourcingSourcing

ROBINSWOOD FINANCIAL LLC

C42
CRD 143417·SEC 801-68234·KIRKLAND, WA
AUM
$433.3M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROBINSWOOD FINANCIAL LLC
CRD
143417
SEC file #
801-68234
EIN
—
DBA names
Robinswood Financial

Economics

AUM
$433.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$274.4M → $433.3M▲ +58%
Client mix
Individuals Other360
Individuals High Net Worth128

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
KIRKLAND WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
robinswood.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WARD, EDWARD, LEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WARD, EDWARD, LEE
MacRae, Robert, David
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ROBINSWOOD.COM
Rdap Domain Creation Date
2012-01-20T19:35:31Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-01-20T19:35:31Z
Rdap Domain Last Changed
2023-01-24T17:30:52Z
Rdap Nameservers
Ns23.domaincontrol.comNs24.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2848710
Trust Company Affiliate
No

People (7)

7
WARD, EDWARD, LEE
IAR · Direct Owner · 87.5%
2848710
MacRae, Robert, David
IAR · Executive Officer · 2.5%
6844196
JANET HARRIS WEISMAN
IAR
4661439
ROBERT WARD GUILD
IAR
2486426
Colleen M Bracy
IAR
6786615
Christopher Edward Simon-Wallace
IAR
6742656
Kelsey Ann Curtis
IAR
6689626