{
  "crd_number": 106088,
  "slug": "robbins-wealth-management-erie-pa-106088",
  "primary_business_name": "ROBBINS WEALTH MANAGEMENT",
  "legal_name": "ROBBINS FINANCIAL ADVISORY SERVICE INC",
  "dbas": [],
  "city": "Erie",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "21500",
  "metro": {
    "cbsa_code": "21500",
    "common_name": "Erie",
    "msa_name": "Erie, PA",
    "path": "/advisors/pa/erie"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-01-31",
  "years_registered": 35,
  "period": "2026-10-01",
  "filing_date": "2026-07-29",
  "carried_forward": false,
  "raum_total": 241654345.0,
  "raum_discretionary": 15055180.0,
  "raum_non_discretionary": 226599165.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 55545110.0,
      "count": 78
    },
    "high_net_worth_individuals": {
      "raum": 186109235.0,
      "count": 61
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "NY",
    "OH",
    "PA",
    "SC",
    "TX"
  ],
  "websites": [
    "https://investrwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106088",
  "city_as_filed": "ERIE",
  "url": "https://advisorcensus.com/firm/robbins-wealth-management-erie-pa-106088",
  "display_name": "Robbins Wealth Management",
  "summary": "Robbins Wealth Management is an SEC-registered investment advisory firm in Erie, PA, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.",
  "citation": "AdvisorCensus. Robbins Wealth Management (CRD 106088): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Robbins Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Robbins Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Robbins Wealth Management located?",
      "a": "Robbins Wealth Management's principal office is in Erie, PA, according to its Form ADV."
    },
    {
      "q": "Is Robbins Wealth Management registered with the SEC or a state?",
      "a": "Robbins Wealth Management is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 106088."
    },
    {
      "q": "How much does Robbins Wealth Management manage?",
      "a": "Robbins Wealth Management reports $241,654,345 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (6% discretionary)."
    },
    {
      "q": "How have Robbins Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Robbins Wealth Management: Regulatory assets under management: $170,922,376 in the October 2021 data and $241,654,345 in the October 2026 data, up 41%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Robbins Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (61)."
    },
    {
      "q": "Which custodians does Robbins Wealth Management use?",
      "a": "Robbins Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Robbins Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106088"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 170922376.0,
      "total_employees": 3,
      "filing_date": "2021-03-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 181764246.0,
      "total_employees": 3,
      "filing_date": "2022-03-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 169252901.0,
      "total_employees": 3,
      "filing_date": "2023-03-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 200122182.0,
      "total_employees": 3,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 220926237.0,
      "total_employees": 3,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 241654345.0,
      "total_employees": 3,
      "filing_date": "2026-07-29"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/robbins-wealth-management-erie-pa-106088.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 78,
      "fewer_than_5": false,
      "raum": 55545110.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 61,
      "fewer_than_5": false,
      "raum": 186109235.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106088",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}