# Robbins Wealth Management

> 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.

- CRD: 106088
- Filed as: ROBBINS WEALTH MANAGEMENT
- Legal name: Robbins Financial Advisory Service Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Erie, PA
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106088
- AdvisorCensus page: https://advisorcensus.com/firm/robbins-wealth-management-erie-pa-106088

## Quick answers

**How is Robbins Wealth Management compensated?**
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).

**Where is Robbins Wealth Management located?**
Robbins Wealth Management's principal office is in Erie, PA, according to its Form ADV.

**Is Robbins Wealth Management registered with the SEC or a state?**
Robbins Wealth Management is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 106088.

**How much does Robbins Wealth Management manage?**
Robbins Wealth Management reports $241,654,345 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (6% discretionary).

**How have Robbins Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Robbins Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (61).

**Which custodians does Robbins Wealth Management use?**
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.

**Does Robbins Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $241,654,345
- Discretionary: $15,055,180
- Non-discretionary: $226,599,165

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $55,545,110 |
| High net worth individuals | 61 | $186,109,235 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1991 (35 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NY, OH, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investrwm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $170,922,376 | 3 | March 10, 2021 |
| October 2022 | $181,764,246 | 3 | March 14, 2022 |
| October 2023 | $169,252,901 | 3 | March 8, 2023 |
| October 2024 | $200,122,182 | 3 | March 21, 2024 |
| October 2025 | $220,926,237 | 3 | March 13, 2025 |
| October 2026 | $241,654,345 | 3 | July 29, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robbins Wealth Management (CRD 106088): Form ADV filing data as of October 2026.