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ROBBINS WEALTH MANAGEMENT
Legal name: ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088File 801-38204
APPROVED
Retail clients
Custody
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$241.7M
Below cohort median (national)
Discretionary AUM
$15.1M
Non-discretionary $226.6M
Clients
139
374 accounts
Employees
3
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 31, 1991
- Principal office
- 3939 WEST RIDGE ROAD, SUITE C2, ERIE, PA, 16506-1887
- Phone
- 814-838-4185
- Website
- HTTP://WWW.INVESTRWM.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $241.7M
- Discretionary AUM
- $15.1M
- Non-discretionary AUM
- $226.6M
- Discretionary accounts
- 15
- Non-discretionary accounts
- 359
- Total accounts
- 374
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 61 | $186.1M |
| Individuals (other than high net worth individuals) | 78 | $55.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.