ROBBINS WEALTH MANAGEMENT
SEC RegisteredWelcome to Robbins Wealth Management
About the firm
Robbins Wealth Management (RWM) is an independent, fee-based investment management company offering wealth management and retirement planning services to families, high net worth individuals, and trusts on either a discretionary or non-discretionary basis. The firm specializes in managing investments in a non-discretionary capacity, ensuring clients have final say on asset selection. RWM's advisors have over 50 years of combined experience in the financial industry.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and retirement planning services, offered on either a discretionary or non-discretionary basis. Under a non-discretionary agreement, no trading may take place in a client's account without prior verbal authorization.
Who they serve
Families, high net worth individuals, and trusts
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 78 | $56M |
| High Net Worth Individuals | 61 | $186M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,000 - $2,000,000 | 0.80% |
| $2,000,000 - $3,000,000 | 0.70% |
| Above $3,000,000 | 0.60% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ROBBINS WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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