RIA Intel›Advisers›New Mexico›ROBINSON WEALTH AND FINANCIAL PLANNING LLC

ROBINSON WEALTH AND FINANCIAL PLANNING LLC

Advisory

Data as of Jan 12, 2026 · Source: SEC Form ADV

Average account

$43K

across 7 accounts

AUM per adviser

$303K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM

$303K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$303K

Discretionary AUM$303K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InNM, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NM

Closest by assets under management. All figures from Form ADV.

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HANSEATIC MANAGEMENT, INC.

ALBUQUERQUE, NM

$750K

0.0% 1Y

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