← Back to searchVisit website
ROBBINS WEALTH MANAGEMENT
ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088 · SEC 801-38204
3939 WEST RIDGE ROAD, SUITE C2, ERIE, PA, 16506-1887, United States
Phone
814-838-4185
Fax
814-838-2268
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$241.7M
Discretionary AUM
$15.1M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $55.5M |
| High net worth individuals | 61 | $186.1M |
States served
GA, NY, OH, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD