Robbins Wealth Management

RIASEC RegisteredEst. 1991

Total AUM

$242M

Discretionary

$15.1M

6% of AUM

Avg account

$646K

Accounts

374

Employees

Advisory reps

Firm details

Headquarters: Erie, Pennsylvania
CRD number: 106088
Registered since: January 31, 1991
Website: www.investrwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.01%
Individuals22.99%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Robbins Wealth Management is an independent registered investment adviser that has been operating since 1991. The firm is privately owned and focuses on advising individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its service model combines percentage-of-AUM billing with hourly and fixed-fee arrangements, and the firm also lists accounting among its business activities, suggesting integration of tax or bookkeeping services with its advisory work. Robbins does not market itself as an ESG investor and is not classified as a capital allocator.