# Robinson Wealth and Financial Planning

Robinson Wealth and Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 334229
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334229

## About

ROBINSON WEALTH AND FINANCIAL PLANNING is a state-registered investment adviser. The firm manages approximately $302,670 in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Who runs investment decisions at Robinson Wealth and Financial Planning?

Publicly available sources do not name a CEO, CIO, or managing principal at the firm. No individuals have been identified in regulatory filings or press coverage. Investment leadership remains undisclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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