Robbins Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Erie, PA. Its latest Form ADV filing, dated March 18, 2026, reports $242M in regulatory assets under management, 3 employees, 3 offices, and 374 accounts.
Assets Under Management
$242M
Employees
3
Offices
3 offices
Total Clients
139
Primary office
ERIE, PA
3939 WEST RIDGE ROAD, SUITE C2, ERIE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.1% of total clients.
Top client categories% of clientsClients
1
Individuals
56.1%
78
2
HNWI
43.9%
61
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$242Mas of March 18, 2026
Discretionary6.2%
$15M
6% of total RAUM6.2%
Non-discretionary93.8%
$227M
94% of total RAUM93.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$242M
Total Accounts374
10Y AUM Change+$134M (+124.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee46:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.